Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$537K
- Long-term disability$537K
- Other$537K
Sponsor portfolio
OAKLEA SECURITY SERVICES, LLC
EIN 27-0257958Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$537K premiums
Participants
268
2 E ROLLING CROSSROADS, SUITE 251 - CATONSVILLE, MD 21228410-747-0777
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $537K premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
56%top
- HUB INTERNATIONAL MIDWEST LIMITED56%
- CENTERSTONE INSURANCE AND FINANCIAL26%
- MCCARTY INSURANCE INC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAKLEA SECURITY SERVICES, LLC 401(K) PLAN
401k
Assets$14.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OAKLEA SIMPSON SECURITY HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$537K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAKLEA SECURITY SERVICES, LLC 401(K) PLAN | 401k | $14.1M | 124 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OAKLEA SIMPSON SECURITY HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $537K | 144 | 2025 |
Retirement plans
Welfare plans