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Sponsor portfolio

THE EDUCE GROUP

EIN 43-2021803-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$1.5M premiums
Participants
257
4550 MONTGOMERY AVENUE SUITE 980 - BETHESDA, MD 20814301-215-7370
Plans on this EIN
2 filings
#001401k-$18.7M - 116 part#501Fully Insured-$1.5M - 182 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Prescription drug$1.4M
  • Life$82K
  • Short-term disability$82K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.95%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • POTOMAC BASIN GROUP ASSOC LLC9%
  • GIS BENEFITS INC5%
Total $99K3 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

THE EDUCE GROUP RETIREMENT SAVINGS PLAN

401k

Assets$18.7M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE EDUCE GROUP, INC. HEALTH CARE PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$1.5M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE EDUCE GROUP RETIREMENT SAVINGS PLAN401k$18.7M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE EDUCE GROUP, INC. HEALTH CARE PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$1.5M1822024
Retirement plans
Welfare plans
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