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Sponsor portfolio

SUNSET MANAGEMENT, INC.

EIN 27-2247340-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$474K assets
Welfare
1
$1.1M premiums
Participants
265
510 MOUNTAIN VIEW DRIVE, SUITE 500 - SENECA, SC 29672864-886-9950
Plans on this EIN
2 filings
#001401k-$474K - 116 part#501Fully Insured-$1.1M - 137 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$970K
  • Dental$60K
  • Life$26K
  • Other$26K
  • Short-term disability$22K
  • Vision$12K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • FORUM BENEFITS INC98%
  • GCG FINANCIAL LLC2%
Total $64K2 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

SUNSET FINANCE 401(K) PLAN

401k

Assets$474K
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNSET MANAGEMENT WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$1.1M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNSET FINANCE 401(K) PLAN401k$474K1162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNSET MANAGEMENT WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$1.1M1372025
Retirement plans
Welfare plans
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