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Sponsor portfolio

LEONARDS SERVICES, INC.

EIN 95-2691259-Construction-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$1.1M premiums
Participants
217
1121 N. RED GUM ST. - ANAHEIM, CA 92806714-630-1930
Plans on this EIN
2 filings
#001401k-$2.0M - 111 part#501Fully Insured-$1.1M - 248 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$36K
  • Other$36K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • ANTHEM LIFE INSURANCE COMPANY2%
  • STANDARD INSURANCE COMPANY1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • THE BALDWIN GROUP WEST LLC52%
  • AMWINS27%
  • DAVID STANLEY BARNES21%
Total $80K3 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

LEONARD'S SERVICES, INC. 401(K) PLAN

401k

Assets$2.0M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEONARD'S CARPET SERVICES, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$1.1M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEONARD'S SERVICES, INC. 401(K) PLAN401k$2.0M1112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEONARD'S CARPET SERVICES, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredBLUE SHIELD OF CALIFORNIA$1.1M2482025
Retirement plans
Welfare plans
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