Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$70K
- Long-term disability$30K
- Life$23K
- Vision$16K
- Dental$12K
Sponsor portfolioTH
LEON N. WEINER & ASSOCIATES, INC.
EIN 51-0074302real estateLatest filing 2025
Plans
2
Retirement
1
$21.4M assets
Welfare
1
$128K premiums
Participants
567
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $128K premiums / 201 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
- EYEMED VISION CARE12%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
58%top
- AP BENEFIT ADVISORS, LLC58%
- AP BENEFITS ADVISORS LLC42%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LNWAI/ARBOR MANAGEMENT 401(K) PLAN
401k
Assets$21.4M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LNWAI WELFARE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$128K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LNWAI/ARBOR MANAGEMENT 401(K) PLAN | 401k | $21.4M | 365 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LNWAI WELFARE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $128K | 201 | 2025 |
Retirement plans
Welfare plans