Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$114K
- Short-term disability$114K
- Long-term disability$114K
- Other$114K
- Dental$31K
- Vision$6K
Sponsor portfolioTH
FATH MANAGEMENT, INC.
EIN 31-1257667Latest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$151K premiums
Participants
313
255 EAST 5TH STREET, SUITE 2300 - CINCINNATI, OH 45202513-721-4070
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $151K premiums / 261 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- METROPOLITAN LIFE INSURANCE COMPANY75%
- SUN LIFE ASSURANCE COMPANY OF CANADA21%
- EYEMED VISION CARE4%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FATH MANAGEMENT COMPANY RETIREMENT SAVINGS PLAN
401k
Assets$7.4M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FATH MANAGEMENT, INC. FLEXIBLE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$151K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FATH MANAGEMENT COMPANY RETIREMENT SAVINGS PLAN | 401k | $7.4M | 202 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FATH MANAGEMENT, INC. FLEXIBLE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $151K | 261 | 2025 |
Retirement plans
Welfare plans