Plan Ledger DOL Form 5500 · updated monthly

Clarion Partners, LLCbenefits

Clarion Partners LLC Group Health Insurance Plan · NEW YORK, NY · plan year 2025

Previously filed as Clarion Partners LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$103,859

Clarion Partners, LLC's benefits plans covered 293 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $103,859 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $354 per covered person, above the median for employer plans that report broker pay. Broker pay fell 6.7% from $111,294 in 2024.

Insurance contracts · 20252
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental hmopremiums n/a · 293 covered
NEW YORK LIFE · life std ltdpremiums n/a · 293 covered
Brokers & agents paid · 20252
KLERER FINANCIAL SERVICES INC$89,317
EMERSON REID LLC$14,542 · incl $14,542 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 133379970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.