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Sponsor portfolio

METRO MONTESSORI, LLC

EIN 20-3463359-education management-Latest filing 2025
Plans
2
Retirement
1
$993K assets
Welfare
1
$211K premiums
Participants
280
11820 PARKLAWN DRIVE, 230 - ROCKVILLE, MD 20852301-230-0901metromontessori.comLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401k-$993K - 158 part#501Fully Insured-$211K - 120 lives

Benefits portfolio analytics

1 plan / $211K premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$150K
  • Dental$67K
  • Prescription drug$67K
  • Life$58K
  • Other$58K
  • Short-term disability$53K
  • +2 more
Total $211K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • KAISER FOUNDATION HEALTH PLAN INC39%
  • BLUE CROSS OF CALIFORNIA32%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA28%
  • STARMOUNT LIFE INSURANCE COMPANY1%
  • DOMINION NATIONAL0%
Total $211K5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • MARSH & MCLENNAN AGENCY LLC51%
  • NFP INSURANCE SERVICES INC40%
  • POTOMAC BASIN GROUP ASSOC LLC9%
Total $21K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

METRO 401(K) PLAN

401k

Assets$993K
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METRO MONTESSORI, LLC WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC

Premiums$211K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001METRO 401(K) PLAN401k$993K1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METRO MONTESSORI, LLC WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC$211K1202025
Retirement plans
Welfare plans
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