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Sponsor portfolio

PELICAN MANAGEMENT INC.

EIN 13-3041359-management consulting-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$1.5M premiums
Participants
241
524 NORTH AVENUE - NEW ROCHELLE, NY 10801914-235-3200pelicanmanagement.org.ukLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$12.6M - 80 part#501Fully Insured-$1.5M - 194 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.5M
  • Health$1.5M
  • Dental$1.5M
  • Life$31K
  • Long-term disability$31K
  • Other$31K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • AETNA LIFE INSURANCE COMPANY98%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BROWN & BROWN INSURANCE SERVICES74%
  • PROFESSIONAL GROUP PLANS INC25%
  • GIS BENEFITS INC1%
Total $98K3 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

PELICAN MANAGEMENT, INC 401(K) RETIREMENT PLAN

401k

Assets$12.6M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PELICAN MANAGEMENT INC. GROUP BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.5M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PELICAN MANAGEMENT, INC 401(K) RETIREMENT PLAN401k$12.6M802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PELICAN MANAGEMENT INC. GROUP BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$1.5M1942025
Retirement plans
Welfare plans
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