Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$273K
- Other$248K
- Vision$235K
- Life$235K
- Short-term disability$235K
- Long-term disability$235K
- +2 more
Sponsor portfolio
CM MANAGEMENT, INC.
EIN 16-1560888Retail TradeLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$1.9M premiums
Participants
810
12660 BONITA BEACH ROAD - BONITA SPRINGS, FL 34135239-908-2700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 225 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- SUN LIFE ASSURANCE COMPANY OF CANADA82%
- BLUE CROSS OF CALIFORNIA13%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
98%top
- BROWN & BROWN INSURANCE SERVICES98%
- LIFETIME BENEFIT SOLUTIONS, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CM MANAGEMENT, INC. 401(K) PLAN
401k
Assets$11.8M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CM MANAGEMENT, INC. HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.9M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CM MANAGEMENT, INC. 401(K) PLAN | 401k | $11.8M | 585 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CM MANAGEMENT, INC. HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.9M | 225 | 2025 |
Retirement plans
Welfare plans