PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Clarion Partners, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Clarion Partners, LLC

EIN 13-3379970-financial services-Latest filing 2025
Plans
2
Retirement
1
$187.5M assets
Health & Benefits
1
$2.2M premiums
Participants
805
ONE MADISON AVENUE - NEW YORK, NY 10010212-883-2653clarionpartners.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$187.5M - 512 part#501Mixed-$2.2M - 293 lives

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

Benefits portfolio analytics

1 plan / $2.2M premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Health$2.0M
  • Dental$2.0M
  • Life$195K
  • Short-term disability$195K
  • Long-term disability$195K
Total $2.2M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$187.5M
Participants512
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CLARION PARTNERS LLC GROUP HEALTH INSURANCE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives293
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN401(k)$187.5M5122025
  • CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN$187.5M
    #001 · 401(k) · 2025512

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CLARION PARTNERS LLC GROUP HEALTH INSURANCE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.2M2932025
  • CLARION PARTNERS LLC GROUP HEALTH INSURANCE PLAN$2.2M
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025293
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica