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Sponsor portfolio

STONEMARK MANAGEMENT LLC

EIN 20-2034501-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$197K premiums
Participants
700
400 INTERSTATE NORTH PARKWAY, SUITE 1300 - ATLANTA, GA 30339678-385-2248
Plans on this EIN
2 filings
#001401k-$4.5M - 379 part#502Mixed-$197K - 317 lives

Benefits portfolio analytics

1 plan / $197K premiums / 317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$195K
  • Life$159K
  • Short-term disability$159K
  • Long-term disability$159K
  • Dental$2K
  • Vision$2K
Total $197K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA81%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY19%
Total $197K2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • BROWN & BROWN INSURANCE SERVICES83%
  • HIGGINBOTHAM INS AGENCY INC17%
Total $44K2 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

STONEMARK MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$4.5M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STONEMARK MANAGEMENT LLC EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$197K
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STONEMARK MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN401k$4.5M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STONEMARK MANAGEMENT LLC EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$197K3172025
Retirement plans
Welfare plans
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