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Sponsor portfolioTH

MERITUS HEALTH

EIN 52-0607949-medical practice-Latest filing 2025
Plans
2
Retirement
1
$397.2M assets
Welfare
1
$2.7M premiums
Participants
8,492
11116 MEDICAL CAMPUS ROAD - HAGERSTOWN, MD 217426710301-790-8101LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$397.2M - 4,805 part#502Mixed-$2.7M - 4,979 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 4,979 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Long-term disability$924K
  • Life$915K
  • Vision$420K
  • Short-term disability$85K
Total $2.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA48%
  • EYEMED VISION CARE16%
  • NORTHWESTERN MUTUAL14%
  • TRANSAMERICA LIFE INSURANCE COMPANY10%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
  • +3 more
Total $2.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • SF&C SELECT BENEFITS COMM GROUP49%
  • R TODD GRANDY16%
  • SCOTT IODICE ASSC LLC14%
  • ALAN J LEVIN11%
  • JASON S BELL4%
  • +3 more
Total $188K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MERITUS HEALTH 401(K) SAVINGS PLAN

401k

Assets$397.2M
Participants4,805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERITUS HEALTH WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.7M
Covered lives4,979
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MERITUS HEALTH 401(K) SAVINGS PLAN401k$397.2M4,8052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERITUS HEALTH WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.7M4,9792025
Retirement plans
Welfare plans
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