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Sponsor portfolio

FISHER BROTHERS MANAGEMENT COMPANY

EIN 13-1804067-Latest filing 2025
Plans
2
Retirement
1
$59.9M assets
Welfare
1
$1.5M premiums
Participants
405
299 PARK AVENUE, 42ND FLOOR - NEW YORK, NY 10171212-752-5000
Plans on this EIN
2 filings
#001401k-$59.9M - 232 part#506Fully Insured-$1.5M - 198 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$986K
  • Prescription drug$986K
  • Other$491K
  • Life$265K
  • Short-term disability$265K
  • Long-term disability$265K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • MMG AGENCY INC.0%
Total $207K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FISHER BROTHERS EMPLOYEES' SAVINGS PLAN

401k

Assets$59.9M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

FISHER BROTHERS MANAGEMENT COMPANY WRAP BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FISHER BROTHERS EMPLOYEES' SAVINGS PLAN401k$59.9M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506FISHER BROTHERS MANAGEMENT COMPANY WRAP BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.5M1982025
Retirement plans
Welfare plans
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