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  2. GROUP MANAGEMENT SERVICES, INC.
Sponsor portfolioTH

GROUP MANAGEMENT SERVICES, INC.

EIN 34-1707723-human resources-Latest filing 2024
Plans
3
Retirement
1
$419.6M assets
Welfare
2
$9.0M premiums
Participants
46,931
3750 TIMBERLAKE DR - RICHFIELD, OH 44286330-659-0106groupmgmt.comLinkedIn501-1000 employeeshuman resources
Plans on this EIN
3 filings
#001401k-$419.6M - 18,123 part#503Mixed-$9.0M - 13,821 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $9.0M premiums / 13,821 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Life$2.7M
  • Long-term disability$2.1M
  • Short-term disability$2.0M
  • Health$1.7M
Total $9.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY75%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • PET ASSURE CORP DBA PET BENEFIT SOLUTIONS3%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $9.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LOCKTON COMPANIES, LLC80%
  • GROUP BENEFIT SOLUTIONS18%
  • GROUP BENEFITS SOLUTIONS1%
  • HOORAY HEALTH LLC1%
  • PRISM HR0%
Total $935K5 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

GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$419.6M
Participants18,123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GROUP MANAGEMENT SERVICES EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$9.0M
Covered lives13,821
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP MANAGEMENT SERVICES HEALTH PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$419.6M18,1232024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GROUP MANAGEMENT SERVICES EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$9.0M13,8212024
501GROUP MANAGEMENT SERVICES HEALTH PLANSelf Funded-$002024
Retirement plans
Welfare plans
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