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Sponsor portfolio

HRG MANAGEMENT, LLC

EIN 81-1773216-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$3.6M premiums
Participants
883
12906 TAMPA OAKS BOULEVARD,, SUITE 100 - TEMPLE TERRACE, FL 33637612-695-3395
Plans on this EIN
2 filings
#001401k-$8.7M - 547 part#501Fully Insured-$3.6M - 345 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$193K
  • Life$149K
  • Short-term disability$149K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $188K1 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

HRG MANAGEMENT, LLC 401(K) PS PLAN

401k

Assets$8.7M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HRG MANAGEMENT, LLC WRAP BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HRG MANAGEMENT, LLC 401(K) PS PLAN401k$8.7M5472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HRG MANAGEMENT, LLC WRAP BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.6M3452025
Retirement plans
Welfare plans
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