Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Prescription drug$2.1M
- Other$117K
- Life$114K
- Short-term disability$114K
- +2 more
Sponsor portfolio
CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC
EIN 27-4169415Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
1
$57.1M assets
Welfare
1
$2.2M premiums
Participants
343
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 156 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- AMERITAS LIFE INSURANCE CORP.1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
94%top
- ALLIANT INSURANCE SERVICES, INC.94%
- MCGRIFF INSURANCE SERVICES INC4%
- O'NEIL LEE & WEST INC.1%
- NANCY BENNETT & ASSOCIATES INC1%
- BARBARA RENNARD1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CNL FINANCIAL GROUP SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN
401k
Assets$57.1M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CNL FINANCIAL GROUP WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.2M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CNL FINANCIAL GROUP SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN | 401k | $57.1M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CNL FINANCIAL GROUP WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.2M | 156 | 2024 |
Retirement plans
Welfare plans