Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | 401k | $112.5M | 165 | 2025 | |
| 003 | LEA ELLIOTT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.6M | 119 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEA & ELLIOT, INC. LIFE AND DISABILITY PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $114K | 102 | 2025 |