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Sponsor portfolio

POLINGER COMPANY

EIN 52-0624763-real estate-Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$1.9M premiums
Participants
314
7700 WISCONSIN AVENUE, SUITE 600 - BETHESDA, MD 20814301-968-9153polingerco.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#002401k-$15.8M - 138 part#501Fully Insured-$1.9M - 423 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 423 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Other$232K
  • Life$178K
  • Short-term disability$178K
  • Long-term disability$178K
  • Dental$100K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • MARSH & MCLENNAN AGENCY LLC78%
  • JEMM GROUP INSURANCE, INC17%
  • ALTERITY BROKER SOLUTIONS4%
  • MID ATLANTIC BENEFITS GROUP LLC1%
Total $85K4 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

POLINGER COMPANY 401(K) PLAN

401k

Assets$15.8M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POLINGER, SHANNON & LUCHS COMPANY WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002POLINGER COMPANY 401(K) PLAN401k$15.8M1382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POLINGER, SHANNON & LUCHS COMPANY WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M4232025
Retirement plans
Welfare plans
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