Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$587K
- Life$568K
- Long-term disability$568K
- Vision$106K
Sponsor portfolio
LEO A DALY COMPANY
EIN 47-0363104architecture & planningLatest filing 2025
Plans
2
Retirement
1
$172.6M assets
Welfare
1
$693K premiums
Participants
1,948
8600 INDIAN HILLS DRIVE - OMAHA, NE 68114402-390-4282leoadaly.comLinkedIn501-1000 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $693K premiums / 1,067 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- RELIASTAR LIFE INSURANCE COMPANY82%
- EYEMED VISION CARE15%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST
401k
Assets$172.6M
Participants1,281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEO A DALY COMPANY BENEFIT WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$693K
Covered lives1,067
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST | 401k | $172.6M | 1,281 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEO A DALY COMPANY BENEFIT WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $693K | 1,067 | 2025 |
Retirement plans
Welfare plans