PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE LEONA GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 38-3311066

THE LEONA GROUP, LLC

2125 UNIVERSITY PARK DRIVE · OKEMOS, MI 48864
5173339030
Plans filed
4
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$453K
No prior year
Persons covered
1,287
No prior year
Total participants
940
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$468K
THE LEONA GROUP, LLC LIFE AND DISABILITY PLAN
Mixed0 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #503$453K
THE LEONA GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed1,287 covered·5 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #510$0
THE LEONA GROUP, LLC FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #502$0
THE LEONA GROUP, LLC SELF-FUNDED HEALTH BENEFIT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$387K38.7%
Life$274K27.4%
Long-term disability$274K27.4%
Vision$65K6.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$274K60.5%11940
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$93K20.5%11535
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$65K14.4%111,287
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$21K4.6%11127
ARMADACARE
EIN 122345678
$00.0%11940

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILHARTFORD LIFE AND ACCIDENT, RELIASTAR LIFE INSURANCE COMPANY$9K$4K$13K56.6%1
BENE RE LLCTOLEDO, OHRELIASTAR LIFE INSURANCE COMPANY$0$7K$7K32.5%1
ELSON HARKEMALOUDON, TNPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$1K$0$1K6.5%1
HEATHER PINARDWESTLAND, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$489$0$4892.1%1
JACQUELINE TURKEY HARKEMA REV TRUSTLOUDON, TNPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$367$0$3671.6%1
MICHAEL A. COONSMANITOU BEACH, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$54$0$540.2%1
MILDRED ROLLER WHITEDETROIT, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$36$0$360.2%1
GLEN N. COOKTOLEDO, OHPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$27$0$270.1%1
SCHILLER & ASSOCIATES LLCMILFORD, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$26$0$260.1%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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