PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Ledwell & Son Enterprises, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Ledwell & Son Enterprises, Inc.

EIN 75-1090276-machinery-Latest filing 2025
Plans
4
Retirement
1
$72.9M assets
Health & Benefits
3
$1.4M premiums
Participants
2,266
3300 WACO STREET - TEXARKANA, TX 75501903-831-2711ledwell.comLinkedIn201-500 employeesmachinery
Plans on this EIN
4 filings
#001401(k)-$72.9M - 579 part#505Fully insured-$595K - 588 lives#501Self-funded-$404K - 551 lives#506Self-funded-$370K - 548 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

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
See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$72.9M
Participants579
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

LEDWELL & SON ENTERPRISES INC.

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$595K
Covered lives588
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN

Self-funded - COMPANION LIFE

Premiums$404K
Covered lives551
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

LEDWELL& SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN

Self-funded - COMPANION LIFE

Premiums$370K
Covered lives548
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LEDWELL & SON ENTERPRISES, INC. 401K PLAN & TRUST401(k)$72.9M5792025
  • LEDWELL & SON ENTERPRISES, INC. 401K PLAN & TRUST$72.9M
    #001 · 401(k) · 2025579

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • LEDWELL & SON ENTERPRISES INC.$595K
    #505 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024588
  • LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN$404K
    #501 · Self-funded · COMPANION LIFE · 2025551
  • LEDWELL& SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN$370K
    #506 · Self-funded · COMPANION LIFE · 2024548
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica