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  2. MARINER WEALTH ADVISORS, LLC
Sponsor portfolioTH

MARINER WEALTH ADVISORS, LLC

EIN 26-2766689-Latest filing 2025
Plans
2
Retirement
1
$278.3M assets
Welfare
1
$1.7M premiums
Participants
4,196
5700 W 112TH STREET, SUITE 500 - OVERLAND PARK, KS 66211913-387-2757
Plans on this EIN
2 filings
#001401k-$278.3M - 2,106 part#502Mixed-$1.7M - 2,044 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 2,044 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.4M
  • Long-term disability$1.4M
  • Vision$186K
Total $1.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA80%
  • AMERITAS LIFE INSURANCE CORP.11%
  • FIRST STOP HEALTH7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HUB INTERNATIONAL MIDWEST LIMITED97%
  • JOLENE G. OLSON3%
Total $249K2 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

MARINER WEALTH ADVISORS, LLC 401(K) PLAN

401k

Assets$278.3M
Participants2,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARINER WEALTH ADVISORS, LLC HEALTH CARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.7M
Covered lives2,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARINER WEALTH ADVISORS, LLC 401(K) PLAN401k$278.3M2,1062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARINER WEALTH ADVISORS, LLC HEALTH CARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.7M2,0442025
Retirement plans
Welfare plans
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