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Sponsor portfolio

PALMER SQUARE CAPITAL MANAGEMENT, LLC

EIN 27-0400678-investment management-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$1.8M premiums
Participants
397
1900 SHAWNEE MISSION PARKWAY,, SUITE 315 - MISSION WOODS, KS 66205816-994-3200palmersquarecap.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$10.7M - 234 part#501Fully Insured-$1.8M - 281 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$94K
  • Vision$36K
  • Life$36K
  • Long-term disability$36K
  • Other$36K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA5%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA2%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $108K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PALMER SQUARE CAPITAL MANAGEMENT 401(K) PLAN

401k

Assets$10.7M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALMER SQUARE CAPITAL MANAGEMENT WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF KANSAS CITY

Premiums$1.8M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALMER SQUARE CAPITAL MANAGEMENT 401(K) PLAN401k$10.7M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALMER SQUARE CAPITAL MANAGEMENT WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF KANSAS CITY$1.8M2812025
Retirement plans
Welfare plans
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