Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Dental$4.1M
- Vision$4.1M
- Life$284K
- Short-term disability$284K
- Long-term disability$284K
- +1 more
Sponsor portfolio
CONCORD MANAGEMENT, LTD.
EIN 59-3337579real estateLatest filing 2025
Plans
2
Retirement
1
$39.1M assets
Welfare
1
$4.4M premiums
Participants
1,229
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 766 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES 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#001
CONCORD MANAGEMENT, LTD. 401(K) PLAN
401k
Assets$39.1M
Participants682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
CONCORD EMPLOYEE HEALTH BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.4M
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCORD MANAGEMENT, LTD. 401(K) PLAN | 401k | $39.1M | 682 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | CONCORD EMPLOYEE HEALTH BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.4M | 766 | 2025 |
Retirement plans
Welfare plans