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Sponsor portfolio

CROWE'S MANAGEMENT COMPANY

EIN 58-0659051-Latest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$470K premiums
Participants
940
1504 U S HIGHWAY 19 SOUTH - LEESBURG, GA 31763229-435-4571
Plans on this EIN
2 filings
#001401k-$25.7M - 604 part#501Mixed-$470K - 337 lives

Benefits portfolio analytics

1 plan / $470K premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$308K
  • Other$308K
  • Short-term disability$226K
  • Long-term disability$226K
  • Dental$163K
  • Vision$163K
Total $470K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • STARMOUNT LIFE INSURANCE COMPANY35%
Total $470K2 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • MARSH & MCLENNAN AGENCY LLC39%
  • KARLEE HALL20%
  • TIMOTHY LEVI GUFFEY14%
  • CHLOE JADE MOSS8%
  • HALL, KARLEE E7%
  • +3 more
Total $165K8 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

CROWE'S MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$25.7M
Participants604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CROWE'S MANAGEMENT COMPANY WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$470K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROWE'S MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN401k$25.7M6042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CROWE'S MANAGEMENT COMPANY WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$470K3372025
Retirement plans
Welfare plans
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