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Sponsor portfolio

CRESCENT CAPITAL GROUP LP

EIN 27-2698206-Latest filing 2025
Plans
3
Retirement
1
$48.5M assets
Welfare
2
$517K premiums
Participants
715
11100 SANTA MONICA BOULEVARD, SUITE 2000 - LOS ANGELES, CA 90025310-235-5900
Plans on this EIN
3 filings
#001401k-$48.5M - 262 part#501Fully Insured-$517K - 430 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $517K premiums / 430 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$494K
  • Dental$492K
  • Life$492K
  • Long-term disability$492K
  • Vision$23K
Total $517K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • METROPOLITAN LIFE INSURANCE COMPANY95%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • HEALTHJOY0%
  • MAVEN CLINIC CO.0%
Total $517K4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MJ INSURANCE71%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
Total $99K2 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

CRESCENT CAPITAL GROUP LP 401(K) PLAN

401k

Assets$48.5M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRESCENT CAPITAL HEALTH & WELFARE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$517K
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

CRESCENT CAPITAL GROUP LP 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRESCENT CAPITAL GROUP LP 401(K) PLAN401k$48.5M2622024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRESCENT CAPITAL HEALTH & WELFARE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$517K4302025
001CRESCENT CAPITAL GROUP LP 401(K) PLANSelf Funded-$002024
Retirement plans
Welfare plans
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