Original filing (PDF)20250731110648NAL0013003266001

LEAVELL INSURANCE & REAL ESTATE, INC.

Name: LEAVELL INSURANCE & REAL ESTATE, INC. — LEAVELL INS AND REAL ESTATE, INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LEAVELL INSURANCE & REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

LEAVELL INS AND REAL ESTATE, INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEAVELL INSURANCE & REAL ESTATE, INC..

Plan sponsor

Name

LEAVELL INSURANCE & REAL ESTATE, INC.

EIN

85-0275216

Address

117 E BROADWAY ST · HOBBS, NM · 88240

Phone

(575) 393-2550

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator