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Sponsor portfolioWelfare / HealthEIN 26-2766689

MARINER WEALTH ADVISORS, LLC

5700 W 112TH STREET · OVERLAND PARK, KS 66211
9133872757
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
2,044
No prior year
Total participants
2,090
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.7M
MARINER WEALTH ADVISORS, LLC HEALTH CARE PLAN
Mixed2,044 covered·4 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #501$0
MARINER HOLDINGS, LLC FLEXIBLE BENEFITS PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.5M34.3%
Life$1.4M30.8%
Long-term disability$1.4M30.8%
Vision$186K4.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$1.4M79.9%111,923
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$186K11.0%111,440
FIRST STOP HEALTH
EIN 931693126
Oth
$124K7.3%112,044
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$31K1.8%11378

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDLITTLE ROCK, ARTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AMERITAS LIFE INSURANCE CORPORATION$202K$40K$242K97.0%1
JOLENE G. OLSONWICHITA, KSPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$8K$0$8K3.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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