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Sponsor portfolio

LEADVENTURE INC.

EIN 39-1388360-computer software-Latest filing 2025
Plans
2
Retirement
1
$51.0M assets
Welfare
1
$473K premiums
Participants
1,790
4949 MEADOWS ROAD, SUITE 150 - LAKE OSWEGO, OR 97035414-973-4331leadventure.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$51.0M - 1,051 part#501Mixed-$473K - 973 lives

Benefits portfolio analytics

1 plan / $473K premiums / 973 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$388K
  • Life$272K
  • Long-term disability$272K
  • Vision$55K
  • Health$29K
Total $473K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • STANDARD INSURANCE COMPANY58%
  • BLUE CROSS OF CALIFORNIA25%
  • VISION SERVICE PLAN12%
  • KAISER FOUNDATION HEALTH PLAN INC6%
Total $473K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • HAYS COMPANIES, INC.0%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEADVENTURE 401(K) SAVINGS PLAN

401k

Assets$51.0M
Participants1,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEADVENTURE EMPLOYEE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$473K
Covered lives973
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEADVENTURE 401(K) SAVINGS PLAN401k$51.0M1,0512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEADVENTURE EMPLOYEE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$473K9732025
Retirement plans
Welfare plans
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