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Sponsor portfolio

MORNINGSTAR SENIOR MANAGEMENT, LLC

EIN 20-3561128-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$1.1M premiums
Participants
4,835
7887 EAST BELLEVIEW AVENUE, SUITE 600 - ENGLEWOOD, CO 80111303-750-5522LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$6.3M - 2,491 part#510Mixed-$1.1M - 2,344 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 2,344 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA99%
  • TELADOC1%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • PROPEL INSURANCE AGENCY, LLC59%
  • JENNINGS INSURANCE SERVICES21%
  • GCG FINANCIAL LLC20%
Total $219K3 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

MORNINGSTAR SENIOR LIVING RETIREMENT PLAN

401k

Assets$6.3M
Participants2,491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MORNINGSTAR SENIOR MANAGEMENT, LLC WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives2,344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORNINGSTAR SENIOR LIVING RETIREMENT PLAN401k$6.3M2,4912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MORNINGSTAR SENIOR MANAGEMENT, LLC WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.1M2,3442025
Retirement plans
Welfare plans
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