PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITY
Sponsor portfolio

WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITY

EIN 45-3825159-Latest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$763K premiums
Participants
1,554
702 KING FARM BLVD, SUITE 510 - ROCKVILLE, MD 20850301-407-2045
Plans on this EIN
2 filings
#001401k-$19.6M - 1,006 part#507Mixed-$763K - 597 lives

Benefits portfolio analytics

1 plan / $763K premiums / 597 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$467K
  • Other$467K
  • Short-term disability$451K
  • Long-term disability$451K
  • Dental$240K
  • Vision$56K
Total $763K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HARTFORD LIFE AND ACCIDENT59%
  • DELTA DENTAL OF CALIFORNIA29%
  • EYEMED VISION CARE7%
  • ALPHA DENTAL PROGRAMS, INC.2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $763K5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • DIGITAL INSURANCE LLC57%
  • SILBERSTEIN INSURANCE GROUP33%
  • ENROLLEASE8%
  • CORPORATE SYNERGIES GROUP LLC1%
  • MULLANEY ENTERPRISES LLC1%
  • +3 more
Total $78K8 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

INGLESIDE 401(K) PLAN

401k

Assets$19.6M
Participants1,006
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

INGLESIDE-WESTMINSTER RETIREMENT HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$763K
Covered lives597
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INGLESIDE 401(K) PLAN401k$19.6M1,0062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507INGLESIDE-WESTMINSTER RETIREMENT HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$763K5972025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica