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
Sponsor portfolio
COLONIAL MANAGEMENT GROUP, LP
EIN 06-1493144Latest filing 2025
Plans
2
Retirement
1
$23.6M assets
Welfare
1
$1.4M premiums
Participants
2,576
2500 MAITLAND CENTER PARKWAY, SUITE 250 - MAITLAND, FL 32751407-351-7080
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,977 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY46%
- RELIANCEMATRIX36%
- AFLAC18%
Broker market share
Schedule A broker compensation
76%top
- DIGITAL INSURANCE LLC76%
- FBMC BENEFITS MANAGEMENT INC11%
- CENTRO BENEFITS RESEARCH LLC11%
- BT VENTURE LLC1%
- NATALIA DURAN GUZMAN0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN
401k
Assets$23.6M
Participants1,564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COLONIAL MANAGEMENT GROUP, LP
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,977
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN | 401k | $23.6M | 1,564 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLONIAL MANAGEMENT GROUP, LP | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.4M | 1,977 | 2025 |
Retirement plans
Welfare plans