Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Vision$339K
- Life$64K
- Short-term disability$64K
- Other$64K
- Dental$53K
Sponsor portfolio
WHOLISTIC MANAGEMENT INC
EIN 33-0994409Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$1.5M premiums
Participants
464
2209 VARNUM STREET - MOUNT RAINIER, MD 20712202-832-8787
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 310 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- AETNA LIFE INSURANCE COMPANY92%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
- AMERITAS LIFE INSURANCE CORP.4%
Broker market share
Schedule A broker compensation
80%top
- MARSH & MCLENNAN AGENCY LLC80%
- JAMES R NELLIGAN & ASSOCIATES LLC18%
- NFP INSURANCE SERVICES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.8M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHOLISTIC MANAGEMENT INC WRAP BENEFIT PLAN
Fully Insured - AETNA HEALTH, INC.
Premiums$1.5M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.8M | 302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHOLISTIC MANAGEMENT INC WRAP BENEFIT PLAN | Fully Insured | AETNA HEALTH, INC. | $1.5M | 310 | 2025 |
Retirement plans
Welfare plans