PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. 4LEAF, INC.
Sponsor portfolioTH

4LEAF, INC.

EIN 94-3393574-construction-Latest filing 2025
Plans
3
Retirement
1
$18.0M assets
Welfare
2
$1.9M premiums
Participants
899
2126 RHEEM DRIVE - PLEASANTON, CA 94588925-462-59594leafinc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$18.0M - 608 part#502Fully Insured-$1.4M - 213 lives#501Self Funded-$424K - 76 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Stop-loss$424K
  • Dental$292K
  • Vision$292K
  • Life$51K
  • Long-term disability$51K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • KAISER FOUNDATION HEALTH PLAN INC59%
  • HM LIFE INSURANCE COMPANY23%
  • HUMANA INSURANCE COMPANY16%
  • HARTFORD LIFE AND ACCIDENT3%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • RIS EMPLOYEE BENEFITS INC79%
  • REUBEN WARNER ASSOCIATES, INC.15%
  • DAVID W WHITE INC.4%
  • MIKE RADAKOVICH1%
Total $105K4 slices

Plan deep-dives

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

4LEAF, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.0M
Participants608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

4LEAF, INC. GROUP INSURANCE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.4M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

4LEAF, INC. HEALTH PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$424K
Covered lives76
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0014LEAF, INC. 401(K) PROFIT SHARING PLAN401k$18.0M6082024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
5024LEAF, INC. GROUP INSURANCE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.4M2132025
5014LEAF, INC. HEALTH PLANSelf FundedHM LIFE INSURANCE COMPANY$424K762025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica