Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Dental$4.1M
- Other$139K
- Short-term disability$97K
- Long-term disability$97K
- Life$89K
Sponsor portfolio
MARATHON ASSET MANAGEMENT, LP
EIN 13-3979511financial servicesLatest filing 2025
Plans
2
Retirement
1
$43.4M assets
Welfare
1
$4.4M premiums
Participants
371
ONE BRYANT PARK - NEW YORK, NY 10036212-500-3135marathonfund.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 155 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- SECURIAN LIFE INSURANCE COMPANY2%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
90%top
- NFP INSURANCE SERVICES INC90%
- DREYFUSS & BIRKE LTD10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARATHON ASSET MANAGEMENT, LP 401(K) PLAN
401k
Assets$43.4M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARATHON ASSET MANAGEMENT EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.4M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARATHON ASSET MANAGEMENT, LP 401(K) PLAN | 401k | $43.4M | 220 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARATHON ASSET MANAGEMENT EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.4M | 155 | 2025 |
Retirement plans
Welfare plans