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Sponsor portfolio

FUSION MANAGEMENT SERVICES LLC

EIN 48-1195597-Latest filing 2025
Plans
2
Retirement
1
$77.4M assets
Welfare
1
$659K premiums
Participants
1,481
210 INTERSTATE NORTH PARKWAY SE, SUITE 200 - ATLANTA, GA 303392205470-719-0347
Plans on this EIN
2 filings
#001401k-$77.4M - 1,038 part#501Mixed-$659K - 577 lives

Benefits portfolio analytics

1 plan / $659K premiums / 577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$190K
  • Life$167K
  • Long-term disability$96K
  • Other$96K
  • Short-term disability$82K
  • Vision$29K
Total $659K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY65%
  • DELTA DENTAL OF CALIFORNIA29%
  • EYEMED VISION CARE4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $659K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • STERLING SEACREST PRITCHARD, INC.1%
Total $111K2 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

FUSION 401(K) PLAN

401k

Assets$77.4M
Participants1,038
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FUSION MANAGEMENT SERVICES LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$659K
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FUSION 401(K) PLAN401k$77.4M1,0382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FUSION MANAGEMENT SERVICES LLC HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL INSURANCE COMPANY$659K5772025
Retirement plans
Welfare plans
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