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Sponsor portfolio

LEDWELL & SON ENTERPRISES, INC.

EIN 75-1090276-machinery-Latest filing 2025
Plans
4
Retirement
1
$68.5M assets
Welfare
3
$1.4M premiums
Participants
2,271
3300 WACO STREET - TEXARKANA, TX 75501903-838-6531ledwell.comLinkedIn201-500 employeesmachinery
Plans on this EIN
4 filings
#001401k-$68.5M - 584 part#505Fully Insured-$595K - 588 lives#501Self Funded-$404K - 551 lives#506Self Funded-$370K - 548 lives

Benefits portfolio analytics

3 plans / $1.4M premiums / 1,687 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$404K
  • Prescription drug$404K
  • Stop-loss$404K
Total $404K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • COMPANION LIFE INSURANCE COMPANY100%
Total $404K1 slice

Plan deep-dives

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

LEDWELL & SON ENTERPRISES, INC. 401K PLAN & TRUST

401k

Assets$68.5M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

LEDWELL & SON ENTERPRISES INC.

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$595K
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN

Self Funded - COMPANION LIFE

Premiums$404K
Covered lives551
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

LEDWELL& SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN

Self Funded - COMPANION LIFE

Premiums$370K
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEDWELL & SON ENTERPRISES, INC. 401K PLAN & TRUST401k$68.5M5842024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505LEDWELL & SON ENTERPRISES INC.Fully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$595K5882024
501LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLANSelf FundedCOMPANION LIFE$404K5512025
506LEDWELL& SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLANSelf FundedCOMPANION LIFE$370K5482024
Retirement plans
Welfare plans
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