Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Health$1.0M
- Dental$1.0M
- Prescription drug$1.0M
- Vision$898K
- Life$405K
- +2 more
Sponsor portfolio
SENIOR RESOURCE GROUP, LLC
EIN 91-2160583real estateLatest filing 2025
Plans
2
Retirement
1
$40.1M assets
Welfare
1
$1.4M premiums
Participants
4,810
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,838 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- AETNA LIFE INSURANCE COMPANY64%
- LIFE INSURANCE COMPANY OF NORTH AMERICA29%
- SIMNSA8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
87%top
- LOCKTON COMPANIES, LLC87%
- WINSTON FINANCIAL SERVICES13%
- AON CONSULTING INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SENIOR RESOURCE GROUP 401(K) RETIREMENT PLAN
401k
Assets$40.1M
Participants2,968
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SRG OPERATING, INC. HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,838
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SENIOR RESOURCE GROUP 401(K) RETIREMENT PLAN | 401k | $40.1M | 2,968 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SRG OPERATING, INC. HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.4M | 1,838 | 2025 |
Retirement plans
Welfare plans