PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Leo a Daly Company
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Leo a Daly Company

EIN 47-0363104-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$172.6M assets
Health & Benefits
1
$693K premiums
Participants
1,948
8600 INDIAN HILLS DRIVE - OMAHA, NE 68114402-390-4282leoadaly.comLinkedIn501-1000 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401(k)-$172.6M - 1,281 part#501Mixed-$693K - 1,067 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $693K premiums / 1,067 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$587K
  • Life$568K
  • Long-term disability$568K
  • Vision$106K
Total $693K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST

401(k)

Assets$172.6M
Participants1,281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LEO A DALY COMPANY BENEFIT WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$693K
Covered lives1,067
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST401(k)$172.6M1,2812025
  • LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST$172.6M
    #001 · 401(k) · 20251,281

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LEO A DALY COMPANY BENEFIT WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$693K1,0672025
  • LEO A DALY COMPANY BENEFIT WELFARE PLAN$693K
    #501 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 20251,067
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica