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Sponsor portfolioTH

LEONARD HOLDING COMPANY

EIN 88-0329816-investment management-Latest filing 2025
Plans
3
Retirement
1
$18.5M assets
Welfare
2
$380K premiums
Participants
1,558
2001 SOUTH LAREDO STREET - SAN ANTONIO, TX 78207210-532-3241leonardhc.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
3 filings
#001401k-$18.5M - 737 part#510Mixed-$380K - 437 lives#509Self Funded-0 lives

Benefits portfolio analytics

2 plans / $380K premiums / 437 covered lives

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
Total $458K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA71%
  • TRANSAMERICA LIFE INSURANCE COMPANY29%
Total $458K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SOUTH TEJAS INSURANCE AGENCY LLC100%
Total $111K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEONARD HOLDING COMPANY 401(K) PLAN

401k

Assets$18.5M
Participants737
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

LEONARD HOLDING COMPANY SUPPLEMENTAL WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$380K
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

LEONARD HOLDING COMPANY EMPLOYEE HEALTH BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEONARD HOLDING COMPANY 401(K) PLAN401k$18.5M7372024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510LEONARD HOLDING COMPANY SUPPLEMENTAL WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$380K4372025
509LEONARD HOLDING COMPANY EMPLOYEE HEALTH BENEFIT PLANSelf Funded-$002025
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