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  2. Erie Management Group, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Erie Management Group, LLC

EIN 20-1336328-financial services-Latest filing 2025
Plans
4
Retirement
1
$2K assets
Health & Benefits
3
$530K premiums
Participants
219
1540 EAST LAKE ROAD - ERIE, PA 16511814-528-9008eriemg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001401(k)-$2K - 16 part#501Self-funded-$440K - 148 lives#502Fully insured-$69K - 100 lives#503Fully insured-$21K - 11 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $530K premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$10K
  • Life$9K
  • Short-term disability$2K
Total $21K3 rows
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Plan summaries

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

Retirement#001

ERIE MANAGEMENT GROUP, LLC 401(K) PLAN

401(k)

Assets$2K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ERIE MANAGEMENT GROUP, LLC HEALTH PLAN

Self-funded - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$440K
Covered lives148
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

ERIE MANAGEMENT GROUP, LLC DENTAL PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$69K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

ERIE MANAGEMENT LIFE AND DISABILITY PLAN

Fully insured - STANDARD INSURANCE COMPANY

Premiums$21K
Covered lives11
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ERIE MANAGEMENT GROUP, LLC 401(K) PLAN401(k)$2K162025
  • ERIE MANAGEMENT GROUP, LLC 401(K) PLAN$2K
    #001 · 401(k) · 202516

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ERIE MANAGEMENT GROUP, LLC HEALTH PLANSelf-fundedCIGNA HEALTH AND LIFE INSURANCE COMPANY$440K1482024
#502ERIE MANAGEMENT GROUP, LLC DENTAL PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$69K1002024
#503ERIE MANAGEMENT LIFE AND DISABILITY PLANFully insuredSTANDARD INSURANCE COMPANY$21K112025
  • ERIE MANAGEMENT GROUP, LLC HEALTH PLAN$440K
    #501 · Self-funded · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2024148
  • ERIE MANAGEMENT GROUP, LLC DENTAL PLAN$69K
    #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2024100
  • ERIE MANAGEMENT LIFE AND DISABILITY PLAN$21K
    #503 · Fully insured · STANDARD INSURANCE COMPANY · 202511
Retirement plans
Health & Benefits plans

On this page

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