Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$740K
- Life$640K
- Short-term disability$640K
- Long-term disability$640K
- Vision$99K
Sponsor portfolio
CARDINAL GROUP MANAGEMENT
EIN 26-3023643Latest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$740K premiums
Participants
3,868
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $740K premiums / 1,431 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
- ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.13%
Broker market share
Schedule A broker compensation
100%top
- IMA, INC.100%
- LOCKTON COMPANIES, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARDINAL GROUP MANAGEMENT 401(K) PLAN
401k
Assets$20.5M
Participants2,732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARDINAL GROUP MANAGEMENT HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$740K
Covered lives1,431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARDINAL GROUP MANAGEMENT 401(K) PLAN | 401k | $20.5M | 2,732 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARDINAL GROUP MANAGEMENT HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $740K | 1,431 | 2025 |
Retirement plans
Welfare plans