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  2. Colonial Management Group, LP
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Filings through Oct 24, 2026.

Colonial Management Group, LP

EIN 06-1493144-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$28.4M assets
Health & Benefits
1
$1.4M premiums
Participants
2,655
2500 MAITLAND CENTER PKWAY STE 250 - MAITLAND, FL 32751407-351-7080
Plans on this EIN
2 filings
#002401(k)-$28.4M - 1,643 part#501Mixed-$1.4M - 1,977 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,977 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$882K
  • Life$631K
  • Short-term disability$631K
  • Long-term disability$631K
  • Dental$494K
  • Vision$494K
Total $1.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN

401(k)

Assets$28.4M
Participants1,643
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

COLONIAL MANAGEMENT GROUP, LP

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,977
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN401(k)$28.4M1,6432025
  • COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN$28.4M
    #002 · 401(k) · 20251,643

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501COLONIAL MANAGEMENT GROUP, LPMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.4M1,9772025
  • COLONIAL MANAGEMENT GROUP, LP$1.4M
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20251,977
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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