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Sponsor portfolio

THE MERCADIEN GROUP, LLC

EIN 22-3693480-financial services-Latest filing 2025
Plans
2
Retirement
1
$31.5M assets
Welfare
1
$2.2M premiums
Participants
318
3625 QUAKERBRIDGE ROAD - HAMILTON, NJ 08619609-689-2332mercadien.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$31.5M - 201 part#501Fully Insured-$2.2M - 137 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Other$28K
  • Life$15K
  • Long-term disability$15K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY99%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • CORPORATE SYNERGIES GROUP LLC97%
  • EDWARD FRANCIS KLINGES1%
  • THE ELITE GROUP LLC1%
  • JOSEPH JOHN KOZAK0%
  • LYNN MARIE BARRY0%
  • +3 more
Total $85K8 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

THE MERCADIEN GROUP, LLC 401(K) PLAN

401k

Assets$31.5M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MERCADIEN GROUP WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE MERCADIEN GROUP, LLC 401(K) PLAN401k$31.5M2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MERCADIEN GROUP WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.2M1372025
Retirement plans
Welfare plans
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