Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$36K
- Long-term disability$28K
- Life$25K
- Other$25K
Sponsor portfolioTH
WORKSOURCE MONTGOMERY, INC.
EIN 46-2725986staffing and recruitingLatest filing 2025
Plans
4
Retirement
1
$1.0M assets
Welfare
3
$89K premiums
Participants
471
1801 ROCKVILLE PIKE SUITE 320 - ROCKVILLE, MD 20852240-403-4102worksourcemontgomery.comLinkedIn11-50 employeesstaffing and recruiting
Benefits portfolio analytics
3 plans / $89K premiums / 346 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
75%top
- COPPER DUNN LLC75%
- KELLY & ASSOCIATES INSURANCE GROUP25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORKSOURCE MONTGOMERY, INC. 403(B) PLAN
403b
Assets$1.0M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WORKSOURCE MONTGOMERY INC. SHORT TERM DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$36K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WORKSOURCE MONTGOMERY INC. LONG TERM DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$28K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WORKSOURCE MONTGOMERY, INC. LIFE INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$25K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORKSOURCE MONTGOMERY, INC. 403(B) PLAN | 403b | $1.0M | 125 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WORKSOURCE MONTGOMERY INC. SHORT TERM DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $36K | 115 | 2025 | |
| 502 | WORKSOURCE MONTGOMERY INC. LONG TERM DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $28K | 113 | 2025 | |
| 501 | WORKSOURCE MONTGOMERY, INC. LIFE INSURANCE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $25K | 118 | 2025 |
Retirement plans
Welfare plans