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Sponsor portfolio

MANHATTAN STRATEGY GROUP

EIN 13-4200569-management consulting-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.6M premiums
Participants
382
4747 BETHESDA AVENUE, SUITE 1210 - BETHESDA, MD 20814301-828-1515manhattanstrategy.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$6.5M - 211 part#501Fully Insured-$1.6M - 171 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$110K
  • Vision$110K
  • Life$93K
  • Short-term disability$93K
  • Long-term disability$93K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • NFP INSURANCE SERVICES INC53%
  • POTOMAC BASIN GROUP ASSOC LLC35%
  • MARSH & MCLENNAN AGENCY LLC12%
Total $91K3 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

MANHATTAN STRATEGY 401(K) PLAN

401k

Assets$6.5M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MANHATTAN STRATEGY GROUP WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MANHATTAN STRATEGY 401(K) PLAN401k$6.5M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MANHATTAN STRATEGY GROUP WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.6M1712025
Retirement plans
Welfare plans
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