Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$105K
- Short-term disability$105K
- Long-term disability$105K
- Other$105K
- Dental$28K
- Vision$28K
Sponsor portfolioTH
CLARK CAPITAL MANAGEMENT GROUP INC
EIN 23-2420504financial servicesLatest filing 2025
Plans
2
Retirement
1
$35.2M assets
Welfare
1
$133K premiums
Participants
326
ONE LIBERTY PLACE, 53RD FLOOR, 1650 MARKET STREET - PHILADELPHIA, PA 19103215-569-2224ccmg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $133K premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY79%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
Broker market share
Schedule A broker compensation
76%top
- BIRCH BENEFITS LLC76%
- UNITED OF OMAHA LIFE INSURANCE CO24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARK CAPITAL MANAGEMENT GROUP, INC. 401K PLAN
401k
Assets$35.2M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARK CAPITAL MANAGEMENT GROUP WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$133K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARK CAPITAL MANAGEMENT GROUP, INC. 401K PLAN | 401k | $35.2M | 172 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARK CAPITAL MANAGEMENT GROUP WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $133K | 152 | 2025 |
Retirement plans
Welfare plans