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Sponsor portfolio

ERIE MANAGEMENT GROUP, LLC

EIN 20-1336328-financial services-Latest filing 2025
Plans
4
Retirement
1
$10.1M assets
Welfare
3
$530K premiums
Participants
400
1540 E LAKE RD, STE 300 - ERIE, PA 165111091814-528-9000eriemg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$10.1M - 197 part#501Self Funded-$440K - 148 lives#502Fully Insured-$69K - 100 lives#503Fully Insured-$21K - 11 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $21K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • A J KUZNESKI JR INC100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ERIE MANAGEMENT GROUP, LLC 401(K) PLAN

401k

Assets$10.1M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ERIE MANAGEMENT GROUP, LLC HEALTH PLAN

Self Funded - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$440K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ERIE MANAGEMENT GROUP, LLC DENTAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$69K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ERIE MANAGEMENT LIFE AND DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$21K
Covered lives11
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ERIE MANAGEMENT GROUP, LLC 401(K) PLAN401k$10.1M1972024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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