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
Sponsor portfolio
CLARION PARTNERS, LLC
EIN 13-3379970financial servicesLatest filing 2025
Plans
2
Retirement
1
$166.8M assets
Welfare
1
$2.2M premiums
Participants
798
ONE MADISON AVENUE - NEW YORK, NY 10010212-883-2689clarionpartners.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 293 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK9%
Broker market share
Schedule A broker compensation
86%top
- KLERER FINANCIAL SERVICES INC86%
- EMERSON REID LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$166.8M
Participants505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARION PARTNERS LLC GROUP HEALTH INSURANCE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $166.8M | 505 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARION PARTNERS LLC GROUP HEALTH INSURANCE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.2M | 293 | 2025 |
Retirement plans
Welfare plans