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Sponsor portfolio

MARIGOLD GROUP, INC.

EIN 82-2867962-Latest filing 2025
Plans
2
Retirement
1
$76.7M assets
Welfare
1
$1.2M premiums
Participants
1,438
11 LEA AVENUE - NASHVILLE, TN 37210615-296-0898
Plans on this EIN
2 filings
#001401k-$76.7M - 1,015 part#501Mixed-$1.2M - 784 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 784 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.0M
  • Vision$1.0M
  • Life$177K
  • Long-term disability$177K
  • Other$177K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $87K2 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

MARIGOLD 401(K) PLAN

401k

Assets$76.7M
Participants1,015
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARIGOLD GROUP, INC. HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.2M
Covered lives784
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARIGOLD 401(K) PLAN401k$76.7M1,0152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARIGOLD GROUP, INC. HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.2M7842025
Retirement plans
Welfare plans
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