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  2. ST. VINCENT DE PAUL OF BALTIMORE, INC.
Sponsor portfolio

ST. VINCENT DE PAUL OF BALTIMORE, INC.

EIN 52-0597056-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$1.6M premiums
Participants
532
2305 N. CHARLES STREET, SUITE 300 - BALTIMORE, MD 21218410-662-0500
Plans on this EIN
2 filings
#002403b-$7.9M - 324 part#501Fully Insured-$1.6M - 230 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Short-term disability$96K
  • Other$73K
  • Long-term disability$40K
  • Life$37K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • AFLAC1%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $116K1 slice

Plan deep-dives

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

ST. VINCENT DE PAUL OF BALTIMORE 403(B) PLAN

403b

Assets$7.9M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST VINCENT DE PAUL OF BALTIMORE, INC. GROUP WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.6M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ST. VINCENT DE PAUL OF BALTIMORE 403(B) PLAN403b$7.9M3242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST VINCENT DE PAUL OF BALTIMORE, INC. GROUP WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.6M2302025
Retirement plans
Welfare plans
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