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Sponsor portfolioTH

WHITMAN, REQUARDT AND ASSOCIATES, LLP

EIN 52-0541536-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$174.3M assets
Welfare
1
$1.1M premiums
Participants
2,024
801 S. CAROLINE ST. - BALTIMORE, MD 21231410-235-3450wrallp.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
2 filings
#002401k-$174.3M - 1,104 part#505Mixed-$1.1M - 1,281 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$499K
  • Life$451K
  • Short-term disability$451K
  • Long-term disability$451K
  • Other$451K
  • Vision$131K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
  • EYEMED VISION CARE12%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ASSUREDPARTNERS77%
  • AP BENEFIT ADVISORS, LLC23%
Total $81K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN

401k

Assets$174.3M
Participants1,104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

WHITMAN, REQUARDT AND ASSOCIATES, LLP HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN401k$174.3M1,1042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WHITMAN, REQUARDT AND ASSOCIATES, LLP HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.1M1,2812025
Retirement plans
Welfare plans
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