PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALVERTHEALTH MEDICAL CENTER
Sponsor portfolioTH

CALVERTHEALTH MEDICAL CENTER

EIN 52-0619000-medical practice-Latest filing 2025
Plans
2
Retirement
1
$114.8M assets
Welfare
1
$906K premiums
Participants
2,802
100 HOSPITAL ROAD - PRINCE FREDERICK, MD 20678410-414-2769LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#111403b-$114.8M - 1,858 part#505Mixed-$906K - 942 lives

Benefits portfolio analytics

1 plan / $906K premiums / 942 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$375K
  • Short-term disability$271K
  • Life$202K
  • Long-term disability$201K
  • Vision$58K
Total $906K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • STANDARD INSURANCE COMPANY94%
  • EYEMED VISION CARE6%
Total $906K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • CBIZ BENEFITS & INSURANCE SERVICES77%
  • M W E SOLUTIONS, INC.23%
Total $188K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#111

CALVERTHEALTH 403 (B) PLAN

403b

Assets$114.8M
Participants1,858
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CALVERTHEALTH WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$906K
Covered lives942
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
111CALVERTHEALTH 403 (B) PLAN403b$114.8M1,8582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CALVERTHEALTH WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$906K9422025
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