Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$212K
- Other$129K
- Short-term disability$102K
- Life$96K
- Long-term disability$44K
- +1 more
Sponsor portfolioTH
LEAD BANK
EIN 44-0255510Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$3.4M premiums
Participants
637
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 456 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITEDHEALTHCARE INSURANCE COMPANY85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
91%top
- SEQUOIA BENEFITS & INS SVCS LLC91%
- BROWN & BROWN INSURANCE SERVICES4%
- NATIONAL BENEFIT CENTER3%
- WATCHTOWER BENEFITS, LLC2%
- HAYS COMPANIES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEAD BANK 401(K) PROFIT SHARING PLAN
401k
Assets$16.9M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEAD BANK EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.4M
Covered lives456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEAD BANK 401(K) PROFIT SHARING PLAN | 401k | $16.9M | 333 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEAD BANK EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.4M | 456 | 2025 |
Retirement plans
Welfare plans