PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MCLEOD LAND & EQUIPMENT, INC.
Sponsor portfolio

MCLEOD LAND & EQUIPMENT, INC.

EIN 65-0810917-Latest filing 2025
Plans
3
Retirement
2
$255K assets
Welfare
1
$788K premiums
Participants
229
7349 MERCHANT CT. - SARASOTA, FL 34240941-922-1861
Plans on this EIN
3 filings
#002401k-$133K - 68 part#001401k-$122K - 54 part#501Fully Insured-$788K - 162 lives

Retirement portfolio analytics

2 plans aggregated / $255K assets / 122 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • 401(K) PLAN 2 (#002)52%
  • 401(K) PLAN 1 (#001)48%
Total $255KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN 2 (#002)68
  • 401(K) PLAN 1 (#001)54
Total 122Click row to drill in

Benefits portfolio analytics

1 plan / $788K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$729K
  • Prescription drug$729K
  • Dental$55K
  • Vision$55K
  • Life$4K
  • Other$4K
Total $788K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UPMC HEALTH OPTIONS65%
  • BLUE CROSS OF CALIFORNIA27%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • USABLE LIFE0%
Total $788K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • THE BENEFITS RESOURCES INC91%
  • BENEFITS RESOURCE GROUP9%
Total $41K2 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

MCLEOD LAND SERVICES 401(K) PLAN 2

401k

Assets$133K
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCLEOD LAND SERVICES 401(K) PLAN 1

401k

Assets$122K
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCLEOD LAND & EQUIPMENT, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS, INC

Premiums$788K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MCLEOD LAND SERVICES 401(K) PLAN 2401k$133K682024
001MCLEOD LAND SERVICES 401(K) PLAN 1401k$122K542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCLEOD LAND & EQUIPMENT, INC. EMPLOYEE BENEFITS PLANFully InsuredHEALTH OPTIONS, INC$788K1622025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica