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Sponsor portfolio

LEANIN' TREE, INC.

EIN 84-1130457-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$620K premiums
Participants
276
6055 LONGBOW DRIVE - BOULDER, CO 80301303-530-1442
Plans on this EIN
2 filings
#002401k-$11.3M - 162 part#501Mixed-$620K - 133 lives

Benefits portfolio analytics

1 plan / $620K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$544K
  • Dental$544K
  • Life$63K
  • Other$63K
  • Vision$12K
Total $620K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • HARTFORD LIFE AND ACCIDENT10%
  • VISION SERVICE PLAN2%
Total $620K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • GBS BENEFITS INC67%
  • GBS BENEFITS INS AGENCY24%
  • LEAVITT GROUP9%
Total $44K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEANIN' TREE INC. 401(K) PLAN

401k

Assets$11.3M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEANIN' TREE INC HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$620K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEANIN' TREE INC. 401(K) PLAN401k$11.3M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEANIN' TREE INC HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$620K1332024
Retirement plans
Welfare plans
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