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  2. MARCUM ADVISORY GROUP, LLC
Sponsor portfolio

MARCUM ADVISORY GROUP, LLC

EIN 88-1478669-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$620.4M assets
Welfare
1
$6.1M premiums
Participants
8,399
68 SOUTH SERVICE ROAD, SUITE 300 - MELVILLE, NY 11747631-414-4000
Plans on this EIN
2 filings
#006401k-$620.4M - 5,081 part#501Fully Insured-$6.1M - 3,524 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 3,524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.9M
  • Life$1.2M
  • Short-term disability$939K
  • Other$921K
  • Long-term disability$871K
  • Health$568K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY30%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • TRUSTMARK INSURANCE COMPANY8%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • +2 more
Total $6.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • NFP INSURANCE SERVICES INC93%
  • LTCI PARTNERS LLC7%
  • AGS BENEFITS GROUP LLC0%
Total $486K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

MARCUM ADVISORY GROUP, LLC 401(K) PLAN

401k

Assets$620.4M
Participants5,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARCUM ADVISORY GROUP BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.1M
Covered lives3,524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006MARCUM ADVISORY GROUP, LLC 401(K) PLAN401k$620.4M5,0812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARCUM ADVISORY GROUP BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.1M3,5242024
Retirement plans
Welfare plans
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