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Sponsor portfolioTH

THE ARC MONTGOMERY COUNTY

EIN 52-0639953-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$1.7M premiums
Participants
975
7362 CALHOUN PLACE - ROCKVILLE, MD 20855301-984-5777
Plans on this EIN
2 filings
#002403b-$11.1M - 553 part#507Fully Insured-$1.7M - 404 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 404 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$188K
  • Life$182K
  • Short-term disability$172K
  • Long-term disability$172K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HUB INTERNATIONAL MIDWEST LIMITED84%
  • MARSH & MCLENNAN AGENCY LLC14%
  • JAMES R NELLIGAN & ASSOCIATES LLC2%
  • HAMILTON BENEFITS LLC0%
Total $129K4 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

THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN

403b

Assets$11.1M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

THE ARC MONTGOMERY COUNTY WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.

Premiums$1.7M
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN403b$11.1M5532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507THE ARC MONTGOMERY COUNTY WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$1.7M4042025
Retirement plans
Welfare plans
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