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Sponsor portfolioTH

BUCKINGHAM MANAGEMENT LLC

EIN 35-1932656-Latest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$169K premiums
Participants
961
941 N MERIDIAN STREET - INDIANAPOLIS, IN 462041012317-974-1234
Plans on this EIN
2 filings
#001401k-$13.5M - 704 part#501Mixed-$169K - 399 lives

Benefits portfolio analytics

1 plan / $169K premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$169K
  • Life$68K
  • Short-term disability$50K
  • Long-term disability$42K
Total $169K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $169K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $28K1 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

BUCKINGHAM MANAGEMENT, LLC 401(K) PLAN

401k

Assets$13.5M
Participants704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BUCKINGHAM EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$169K
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BUCKINGHAM MANAGEMENT, LLC 401(K) PLAN401k$13.5M7042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BUCKINGHAM EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$169K3992025
Retirement plans
Welfare plans
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