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Sponsor portfolio

A. MORTON THOMAS AND ASSOCIATES, INC.

EIN 52-0728302-Latest filing 2025
Plans
3
Retirement
2
$126.2M assets
Welfare
1
$7.0M premiums
Participants
1,605
700 KING FARM BLVD, SUITE 300 - ROCKVILLE, MD 20850301-881-2545
Plans on this EIN
3 filings
#002401k-$77.8M - 678 part#003ESOP-$48.4M - 530 part#505Fully Insured-$7.0M - 867 lives

Retirement portfolio analytics

2 plans aggregated / $126.2M assets / 1,208 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ASSOCIATES, INC. 401(K) (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $126.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC. 401(K) (#002)678
  • EMPLOYEE STOCK OWNERSHIP (#003)530
Total 1,208Click row to drill in

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
Total $7.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.89%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $7.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • KELLY & ASSOCIATES INSURANCE GROUP0%
Total $258K2 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

A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN

401k

Assets$77.8M
Participants678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$48.4M
Participants530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

AMT HEALTH AND WELFARE PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$7.0M
Covered lives867
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN401k$77.8M6782024
003A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$48.4M5302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505AMT HEALTH AND WELFARE PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$7.0M8672025
Retirement plans
Welfare plans
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