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Form 5500 · Employee benefit plan · FAIRPORT, NY

MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER ADVISORS, LLC of FAIRPORT, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CONSILIARIUM GROUP LLC. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3240790 · plan 502 · as of Jul 2026

Participants
261
Carriers on file
4
Disclosed commissions
$108,045
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EXCELLUS BLUE CROSS BLUE SHIELDHealth194December$84,778
GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life234December$18,288
FIRST UNUM LIFE INSURANCE COMPANYDisability221December$4,379
EXCELLUS BLUECROSS BLUESHIELDHealth4December$600

Questions

Who is MANNING & NAPIER ADVISORS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MANNING & NAPIER ADVISORS, LLC's broker of record is CONSILIARIUM GROUP LLC.

What insurance carrier does MANNING & NAPIER ADVISORS, LLC use?

MANNING & NAPIER ADVISORS, LLC's benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 4 disclosed carriers.

When does MANNING & NAPIER ADVISORS, LLC's group plan renew?

The most recent Schedule A policy period for MANNING & NAPIER ADVISORS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MANNING & NAPIER ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.