Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$151K
- Other$67K
- Life$51K
- Long-term disability$51K
- Short-term disability$7K
Sponsor portfolioTH
GUARDIAN MANAGEMENT LLC
EIN 93-1325326real estateLatest filing 2024
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$218K premiums
Participants
699
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $218K premiums / 440 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- METROPOLITAN LIFE INSURANCE COMPANY52%
- LIFE INSURANCE COMPANY OF NORTH AMERICA24%
- WILLAMETTE DENTAL INSURANCE, INC.17%
- CANOPY4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
87%top
- USI INSURANCE SERVICES LLC87%
- HEARTSEASE LLC4%
- ROXANA BUSCHMAN4%
- WORKSITE BENEFITS GROUP INC3%
- BENEFITS BY DESIGN INC2%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GUARDIAN MANAGEMENT LLC 401(K) PLAN
401k
Assets$7.1M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GUARDIAN MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$218K
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GUARDIAN MANAGEMENT LLC 401(K) PLAN | 401k | $7.1M | 259 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GUARDIAN MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $218K | 440 | 2024 |
Retirement plans
Welfare plans