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Sponsor portfolioTH

CERITY PARTNERS MANAGEMENT LLC

EIN 82-3417410-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$180.7M assets
Welfare
1
$957K premiums
Participants
3,037
601 S FIGUEROA ST, SUITE 2000 - LOS ANGELES, CA 900175783310-456-3683
Plans on this EIN
2 filings
#001401k-$180.7M - 1,579 part#501Mixed-$957K - 2,133 lives

Benefits portfolio analytics

1 plan / $957K premiums / 2,133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$865K
  • Life$865K
  • Short-term disability$865K
  • Long-term disability$865K
  • Other$865K
  • Vision$92K
Total $957K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA90%
  • EYEMED VISION CARE10%
Total $957K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $49K1 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

CERITY PARTNERS 401(K) PLAN

401k

Assets$180.7M
Participants1,579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CERITY PARTNERS MANAGEMENT LLC BENEFIT WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$957K
Covered lives2,133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CERITY PARTNERS 401(K) PLAN401k$180.7M1,5792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CERITY PARTNERS MANAGEMENT LLC BENEFIT WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$957K2,1332025
Retirement plans
Welfare plans
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