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Sponsor portfolio

HAL LEONARD LLC

EIN 39-1776304-music-Latest filing 2025
Plans
2
Retirement
1
$54.0M assets
Welfare
1
$426K premiums
Participants
788
7777 WEST BLUEMOUND ROAD - MILWAUKEE, WI 53213414-774-3630halleonard.comLinkedIn501-1000 employeesmusic
Plans on this EIN
2 filings
#001401k-$54.0M - 538 part#501Mixed-$426K - 464 lives

Benefits portfolio analytics

1 plan / $426K premiums / 464 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$255K
  • Vision$255K
  • Other$171K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$146K
Total $426K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • AMERITAS LIFE INSURANCE CORP.60%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY34%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
Total $426K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • BROWN & BROWN INSURANCE SERVICES63%
  • HAYS COMPANIES, INC.37%
Total $53K2 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

HAL LEONARD LLC DEFERRED COMPENSATION PROFIT SHARING PLAN

401k

Assets$54.0M
Participants538
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAL LEONARD LLC GROUP HEALTH & WELFARE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP.

Premiums$426K
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAL LEONARD LLC DEFERRED COMPENSATION PROFIT SHARING PLAN401k$54.0M5382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAL LEONARD LLC GROUP HEALTH & WELFARE BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP.$426K4642025
Retirement plans
Welfare plans
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