Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Short-term disability$334K
- Dental$290K
- Vision$290K
- Life$290K
- +2 more
Sponsor portfolio
MANNING & NAPIER ADVISORS, LLC
EIN 45-3240790Latest filing 2025
Plans
2
Retirement
1
$151.6M assets
Welfare
1
$3.3M premiums
Participants
793
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- CONSILIARIUM GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MANNING & NAPIER ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$151.6M
Participants536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MANNING & NAPIER ADVISORS, LLC BENEFIT CHOICE PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$3.3M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MANNING & NAPIER ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN | 401k | $151.6M | 536 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MANNING & NAPIER ADVISORS, LLC BENEFIT CHOICE PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $3.3M | 234 | 2025 |
Retirement plans
Welfare plans