Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Short-term disability$51K
- Other$43K
- +2 more
Sponsor portfolio
REEFPOINT GROUP LLC
EIN 26-2003951management consultingLatest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.4M premiums
Participants
303
612 THIRD STREET, SUITE 3A - ANNAPOLIS, MD 21401619-761-2033LinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 147 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- RELIANCE STANDARD LIFE INSURANCE COMPANY9%
- AETNA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
53%top
- KELLY & ASSOCIATES INSURANCE GROUP53%
- TRIBRIDGE PARTNERS LLC47%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
REEFPOINT GROUP LLC 401K PSP
401k
Assets$5.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
REEFPOINT GROUP LLC EMPLOYEE BENEFIT PLAN
Fully Insured - CAREFIRST OF MARYLAND, INC.
Premiums$1.4M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REEFPOINT GROUP LLC 401K PSP | 401k | $5.7M | 180 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | REEFPOINT GROUP LLC EMPLOYEE BENEFIT PLAN | Fully Insured | CAREFIRST OF MARYLAND, INC. | $1.4M | 147 | 2025 |
Retirement plans
Welfare plans