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
Filings through .
Top hat
Clark Capital Management Group, Inc.
EIN 23-2420504financial servicesLatest filing 2025
Plans
2
Retirement
1
$45.1M assets
Health & Benefits
1
$133K premiums
Participants
335
1650 MARKET STREET 53RD FLOOR - PHILADELPHIA, PA 19103215-569-2224ccmg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $133K premiums / 152 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLARK CAPITAL MANAGEMENT GROUP, INC. 401K PLAN
401(k)
Assets$45.1M
Participants181
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CLARK CAPITAL MANAGEMENT GROUP WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$133K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLARK CAPITAL MANAGEMENT GROUP, INC. 401K PLAN | 401(k) | $45.1M | 181 | 2025 |
- #001 · 401(k) · 2025181
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025152
Retirement plans
Health & Benefits plans