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Sponsor portfolio

GI MANAGER L.P.

EIN 56-2526642-Latest filing 2025
Plans
2
Retirement
1
$63.9M assets
Welfare
1
$3.8M premiums
Participants
469
6720 NORTH SCOTTSDALE ROAD, SUITE 350 - SCOTTSDALE, AZ 85253623-887-4320
Plans on this EIN
2 filings
#001401k-$63.9M - 280 part#501Mewa-$3.8M - 300 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 300 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$400K
  • Vision$400K
  • Life$400K
  • Short-term disability$400K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CALIFORNIA PHYSICIANS SERVICE78%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $164K1 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

GI PARTNERS 401(K) PLAN

401k

Assets$63.9M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GI MANAGER L.P. HEALTH AND WELFARE BENEFIT PLAN

Mewa - CALIFORNIA PHYSICIANS' SERVICE

Premiums$3.8M
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GI PARTNERS 401(K) PLAN401k$63.9M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GI MANAGER L.P. HEALTH AND WELFARE BENEFIT PLANMewaCALIFORNIA PHYSICIANS' SERVICE$3.8M3002025
Retirement plans
Welfare plans
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