Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.7M
- Prescription drug$10.7M
- Dental$711K
- Life$543K
- Other$436K
- Short-term disability$414K
- +1 more
Sponsor portfolio
GEN II MANAGEMENT, LLC
EIN 27-0743067accountingLatest filing 2025
Plans
2
Retirement
1
$61.3M assets
Welfare
1
$11.9M premiums
Participants
2,429
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.9M premiums / 1,100 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- COMPANION LIFE INSURANCE COMPANY1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
74%top
- HUB INTERNATIONAL MIDWEST LIMITED74%
- FNA INSURANCE SERVICES INC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GEN II MANAGEMENT, LLC 401(K) PLAN
401k
Assets$61.3M
Participants1,329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GEN II MANAGEMENT, LLC WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$11.9M
Covered lives1,100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEN II MANAGEMENT, LLC 401(K) PLAN | 401k | $61.3M | 1,329 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GEN II MANAGEMENT, LLC WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11.9M | 1,100 | 2025 |
Retirement plans
Welfare plans