Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$129K
- Vision$129K
- Short-term disability$129K
- Long-term disability$129K
- Other$129K
Sponsor portfolio
OAK LEAF MANAGEMENT CO., INC.
EIN 74-1728779real estateLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$129K premiums
Participants
325
6200 SAVOY DR STE 1250 - HOUSTON, TX 770363366713-541-8418oakleafmgmt.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $129K premiums / 157 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
72%top
- HIGGINBOTHAM INS AGENCY INC72%
- CENTRO BENEFITS RESEARCH LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAK LEAF MANAGEMENT EMPLOYEE 401(K) PLAN
401k
Assets$6.8M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OAK LEAF MANAGEMENT CO., INC. WRAP PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY
Premiums$129K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAK LEAF MANAGEMENT EMPLOYEE 401(K) PLAN | 401k | $6.8M | 166 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OAK LEAF MANAGEMENT CO., INC. WRAP PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY | $129K | 157 | 2025 |
Retirement plans
Welfare plans