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Sponsor portfolio

CURO MANAGEMENT, LLC

EIN 81-0586671-Latest filing 2025
Plans
2
Retirement
1
$62.5M assets
Welfare
1
$2.3M premiums
Participants
4,202
101 NORTH MAIN STREET, SUITE 600 - GREENVILLE, SC 29601316-722-3801
Plans on this EIN
2 filings
#002401k-$62.5M - 2,665 part#501Mixed-$2.3M - 1,414 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 1,414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Dental$702K
  • Vision$150K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA63%
  • DELTA DENTAL OF CALIFORNIA30%
  • SURENCY LIFE AND HEALTH6%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • GALLAGHER BENEFIT SERVICES, INC.63%
  • PREVIOUS BROKER20%
  • MARSH & MCLENNAN AGENCY LLC17%
Total $229K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CURO MANAGEMENT 401(K) RETIREMENT PLAN

401k

Assets$62.5M
Participants2,665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURO MANAGEMENT EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.3M
Covered lives1,414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CURO MANAGEMENT 401(K) RETIREMENT PLAN401k$62.5M2,6652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURO MANAGEMENT EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.3M1,4142025
Retirement plans
Welfare plans
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