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Sponsor portfolio

CORDENTAL GROUP MANAGEMENT LLC

EIN 38-4036446-Latest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$353K premiums
Participants
1,200
9825 KENWOOD ROAD, SUITE 200 - CINCINNATI, OH 45242513-806-2016
Plans on this EIN
2 filings
#001401k-$29.5M - 705 part#501Mixed-$353K - 494 lives

Benefits portfolio analytics

1 plan / $353K premiums / 494 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$313K
  • Short-term disability$313K
  • Long-term disability$313K
  • Other$313K
  • Vision$40K
Total $353K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA89%
  • EYEMED VISION CARE11%
Total $353K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • HAUSER INC69%
  • CENTRO BENEFITS RESEARCH LLC16%
  • THE VOGT GROUP15%
Total $80K3 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

CORDENTAL GROUP MANAGEMENT, LLC 401(K) PLAN

401k

Assets$29.5M
Participants705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORDENTAL GROUP WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$353K
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORDENTAL GROUP MANAGEMENT, LLC 401(K) PLAN401k$29.5M7052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORDENTAL GROUP WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$353K4942025
Retirement plans
Welfare plans
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