Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$2.6M
- Vision$2.6M
- Life$292K
- Short-term disability$292K
- Long-term disability$292K
- +1 more
Sponsor portfolio
SHULMAN ROGERS, P.A.
EIN 52-1008944legal servicesLatest filing 2025
Plans
2
Retirement
1
$116.4M assets
Welfare
1
$2.9M premiums
Participants
471
12505 PARK POTOMAC AVENUE, SIXTH FLOOR - POTOMAC, MD 20854301-230-5213shulmanrogers.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 313 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHULMAN ROGERS, P.A. RETIREMENT PLAN
401k
Assets$116.4M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SHULMAN, ROGERS, GANDAL, PORDY & ECKER, P.A. WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.9M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHULMAN ROGERS, P.A. RETIREMENT PLAN | 401k | $116.4M | 302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SHULMAN, ROGERS, GANDAL, PORDY & ECKER, P.A. WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.9M | 313 | 2025 |
Retirement plans
Welfare plans