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Sponsor portfolio

MARKEN LLP

EIN 38-3855670-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$8.4M premiums
Participants
1,584
1009 SLATER ROAD, SUITE 120 - DURHAM, NC 27703919-294-2403marken.comLinkedIn1001-5000 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$23.3M - 768 part#501Fully Insured-$8.4M - 1,082 lives

Benefits portfolio analytics

1 plan / $8.4M premiums / 1,082 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.4M
  • Prescription drug$7.4M
  • Life$557K
  • Short-term disability$557K
  • Long-term disability$557K
  • Other$557K
  • +2 more
Total $8.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • AMERICAN UNITED LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
Total $8.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • JOANNE FORBES60%
  • GALLAGHER BENEFIT SERVICES, INC.40%
Total $350K2 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

THE MARKEN 401K PLAN

401k

Assets$23.3M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARKEN LLP HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$8.4M
Covered lives1,082
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE MARKEN 401K PLAN401k$23.3M7682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARKEN LLP HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$8.4M1,0822025
Retirement plans
Welfare plans
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