Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$458K
- Vision$327K
- Short-term disability$327K
- Long-term disability$327K
- Other$327K
Filings through .
Top hat
Leonard Holding Company
EIN 88-0329816investment managementLatest filing 2025
Plans
3
Retirement
1
$21.7M assets
Health & Benefits
2
$380K premiums
Participants
1,679
2001 S. LAREDO ST. - SAN ANTONIO, TX 78207210-532-3241leonardhc.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $380K premiums / 437 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LEONARD HOLDING COMPANY 401(K) PLAN
401(k)
Assets$21.7M
Participants858
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
LEONARD HOLDING COMPANY SUPPLEMENTAL WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$380K
Covered lives437
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509
LEONARD HOLDING COMPANY EMPLOYEE HEALTH BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEONARD HOLDING COMPANY 401(K) PLAN | 401(k) | $21.7M | 858 | 2025 |
- #001 · 401(k) · 2025858
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | LEONARD HOLDING COMPANY SUPPLEMENTAL WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $380K | 437 | 2025 |
| #509 | LEONARD HOLDING COMPANY EMPLOYEE HEALTH BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #510 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025437
- #509 · Self-funded · 20250
Retirement plans
Health & Benefits plans