Assets by plan
Share of aggregate retirement assets
- SHARING 401K PLAN (#001)$112.5M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $122.8M assets / 287 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $114K premiums / 102 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | 401(k) | $112.5M | 165 | 2025 |
| #003 | LEA ELLIOTT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.3M | 122 | 2025 |
1 plan on this EIN
| 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 |