Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$113K
- Vision$113K
- Short-term disability$113K
- Other$113K
- Long-term disability$98K
- Health$15K
- +1 more
Sponsor portfolio
THE SEDONA GROUP, LTD.
EIN 83-2397719staffing and recruitingLatest filing 2025
Plans
4
Retirement
1
$17.2M assets
Welfare
3
$113K premiums
Participants
697
Benefits portfolio analytics
3 plans / $113K premiums / 260 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA87%
- COMPANION LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SEDONA GROUP RETIREMENT PLAN
401k
Assets$17.2M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SEDONA GROUP DENTAL PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$98K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
THE SEDONA GROUP LTD. ANCILLARY PLAN
Fully Insured - COMPANION LIFE INSURANCE COMPANY
Premiums$15K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
THE SEDONA GROUP LTD. MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SEDONA GROUP RETIREMENT PLAN | 401k | $17.2M | 298 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SEDONA GROUP DENTAL PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $98K | 126 | 2025 | |
| 513 | THE SEDONA GROUP LTD. ANCILLARY PLAN | Fully Insured | COMPANION LIFE INSURANCE COMPANY | $15K | 134 | 2025 | |
| 512 | THE SEDONA GROUP LTD. MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans