Assets by plan
Share of aggregate retirement assets
Filings through .
A. Morton Thomas and Associates, Inc.
EIN 52-0728302Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$158.2M assets
Health & Benefits
1
$7.0M premiums
Participants
1,658
700 KING FARM BOULEVARD, SUITE 300 - ROCKVILLE, MD 20850301-881-2545
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $158.2M assets / 1,261 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.0M premiums / 867 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Prescription drug$6.2M
- Dental$785K
- Vision$785K
- Life$785K
- Short-term disability$785K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN
401(k)
Assets$89.7M
Participants708
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$68.5M
Participants553
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
AMT HEALTH AND WELFARE PLAN
Fully insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$7.0M
Covered lives867
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN | 401(k) | $89.7M | 708 | 2025 |
| #003 | A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $68.5M | 553 | 2025 |
- #002 · 401(k) · 2025708
- #003 · ESOP · 2025553
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | AMT HEALTH AND WELFARE PLAN | Fully insured | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $7.0M | 867 | 2025 |
- #505 · Fully insured · GROUP HOSPITALIZATION MEDICAL SERVICES, INC. · 2025867
Retirement plans
Health & Benefits plans