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Sponsor portfolio

LEO CONSTRUCTION COMPANY, INC.

EIN 54-1204524-construction-Latest filing 2025
Plans
3
Retirement
2
$6.4M assets
Welfare
1
$141K premiums
Participants
287
24080 TRAILHEAD DRIVE - ALDIE, VA 20105703-450-4500leoconstructionllc.netLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#002CashBalance-$3.2M - 96 part#001401k-$3.2M - 96 part#501Mixed-$141K - 105 lives

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 192 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CONSTRUCTION RETIREMENT PLAN (#002)50%
  • LEO CONSTRUCTION 401(K) (#001)50%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSTRUCTION RETIREMENT PLAN (#002)96
  • LEO CONSTRUCTION 401(K) (#001)96
Total 192Click row to drill in

Benefits portfolio analytics

1 plan / $141K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$95K
  • Life$88K
  • Short-term disability$88K
  • Long-term disability$88K
  • Dental$47K
  • Vision$6K
Total $141K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • HARTFORD LIFE AND ACCIDENT62%
  • DELTA DENTAL OF CALIFORNIA33%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
Total $141K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • KELLY & ASSOCIATES INSURANCE GROUP88%
  • MARSH & MCLENNAN AGENCY LLC10%
  • MCGRIFF INSURANCE SERVICES INC2%
Total $25K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEO CONSTRUCTION RETIREMENT PLAN

CashBalance

Assets$3.2M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEO CONSTRUCTION 401(K) PLAN

401k

Assets$3.2M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEO CONSTRUCTION, INC. HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$141K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEO CONSTRUCTION RETIREMENT PLANCashBalance$3.2M962025
001LEO CONSTRUCTION 401(K) PLAN401k$3.2M962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEO CONSTRUCTION, INC. HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$141K1052025
Retirement plans
Welfare plans
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