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Sponsor portfolio

LEONARD GREEN & PARTNERS

EIN 95-4485736-financial services-Latest filing 2025
Plans
2
Retirement
1
$68.6M assets
Welfare
1
$343K premiums
Participants
249
11111 SANTA MONICA BOULEVARD, SUITE 2000 - LOS ANGELES, CA 90025310-954-0444leonardgreen.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$68.6M - 132 part#501Mixed-$343K - 117 lives

Benefits portfolio analytics

1 plan / $343K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$178K
  • Life$145K
  • Long-term disability$145K
  • Other$145K
  • Vision$20K
Total $343K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • STANDARD INSURANCE COMPANY42%
  • VISION SERVICE PLAN6%
Total $343K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • HUB INTERNATIONAL MIDWEST LIMITED85%
  • ROGERS BENEFIT GROUP INC15%
Total $59K2 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

LEONARD GREEN & PARTNERS RETIREMENT PLAN

401k

Assets$68.6M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEONARD GREEN & PARTNERS

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$343K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEONARD GREEN & PARTNERS RETIREMENT PLAN401k$68.6M1322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEONARD GREEN & PARTNERSMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$343K1172025
Retirement plans
Welfare plans
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