Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.2M
- Vision$3.2M
- Health$3.1M
- Prescription drug$3.1M
- Life$185K
- Other$185K
- +2 more
Sponsor portfolio
CLK MULTI FAMILY MANAGEMENT, LLC
EIN 20-1696623real estateLatest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$3.4M premiums
Participants
763
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 683 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
52%top
- HERITAGE BENEFIT SOLUTIONS52%
- CENTERSTONE INSURANCE AND FINANCIAL31%
- DKG INSURANCE & FINANCIAL SERVICES16%
- USI INSURANCE SERVICES LLC0%
- BENEFIT COMMUNICATIONS INC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLK MULTI FAMILY MANAGEMENT EMPLOYEE SAVINGS PLAN
401k
Assets$6.3M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLK MULTIFAMILY MANAGEMENT, LLC WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.4M
Covered lives683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLK MULTI FAMILY MANAGEMENT EMPLOYEE SAVINGS PLAN | 401k | $6.3M | 332 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLK MULTIFAMILY MANAGEMENT, LLC WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.4M | 683 | 2025 |
Retirement plans
Welfare plans