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Sponsor portfolio

CBL & ASSOCIATES MANAGEMENT, INC.

EIN 62-1542279-real estate-Latest filing 2025
Plans
2
Retirement
1
$88.4M assets
Welfare
1
$415K premiums
Participants
1,019
2030 HAMILTON PLACE BLVD, STE 500 - CHATTANOOGA, TN 374216000423-490-8341LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$88.4M - 615 part#508Mixed-$415K - 407 lives

Benefits portfolio analytics

1 plan / $415K premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$177K
  • Other$133K
  • Long-term disability$88K
  • Short-term disability$68K
  • Vision$38K
Total $415K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA89%
  • VISION SERVICE PLAN9%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
Total $415K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $44K1 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

CBL & ASSOCIATES MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$88.4M
Participants615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CBL & ASSOCIATES MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$415K
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CBL & ASSOCIATES MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN401k$88.4M6152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CBL & ASSOCIATES MANAGEMENT, INC. EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$415K4072025
Retirement plans
Welfare plans
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