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Sponsor portfolio

COMMUNITY MANAGEMENT HOLDINGS TOPCO, LLC

EIN 33-1610276-program development-Latest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$837K premiums
Participants
2,664
8360 EAST VIA DE VENTURA,, BUILDING L, SUITE 100 - SCOTTSDALE, AZ 85258480-921-7500LinkedIn1-10 employeesprogram development
Plans on this EIN
2 filings
#001401k-$22.5M - 1,123 part#501Mixed-$837K - 1,232 lives

Benefits portfolio analytics

1 plan / $837K premiums / 1,232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$419K
  • Other$365K
  • Life$295K
  • Short-term disability$295K
  • Long-term disability$295K
  • Vision$53K
Total $837K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY35%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $837K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $130K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY MANAGEMENT HOLDINGS 401(K) SALARY REDUCTION PLAN

401k

Assets$22.5M
Participants1,123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY MANAGEMENT HOLDINGS TOPCO, LLC HEALTH INSURANCE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$837K
Covered lives1,232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY MANAGEMENT HOLDINGS 401(K) SALARY REDUCTION PLAN401k$22.5M1,1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY MANAGEMENT HOLDINGS TOPCO, LLC HEALTH INSURANCE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$837K1,2322025
Retirement plans
Welfare plans
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