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  2. PINELEAF INVESTMENTS INC.
Sponsor portfolio

PINELEAF INVESTMENTS INC.

EIN 58-1515939-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$2.5M assets
Welfare
2
$212K premiums
Participants
475
P. O. BOX 314 - HELENA, GA 31037229-868-7406LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$2.5M - 369 part#501Mixed-$212K - 102 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $212K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$153K
  • Life$151K
  • Short-term disability$151K
  • Long-term disability$151K
  • Dental$59K
  • Vision$59K
Total $212K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA71%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
  • TELADOC1%
Total $212K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • PROPEL INSURANCE AGENCY, LLC57%
  • THE CASON GROUP INC31%
  • WATCHTOWER TECHNOLOGIES INC5%
  • GCG FINANCIAL LLC4%
  • WATCHTOWER BENEFITS, LLC2%
  • +1 more
Total $49K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PINELEAF INVESTMENTS, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$2.5M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINE LEAF INVESTMENTS, INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$212K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PINE LEAF INVESTMENTS, INC. GCF BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINELEAF INVESTMENTS, INC. PROFIT SHARING PLANProfitSharing$2.5M3692025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINE LEAF INVESTMENTS, INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$212K1022025
502PINE LEAF INVESTMENTS, INC. GCF BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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