Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$178K
- Life$172K
- Short-term disability$172K
- Long-term disability$172K
- Dental$141K
- Vision$26K
Sponsor portfolio
WALLACE, MONTGOMERY & ASSOCIATES
EIN 52-1051946civil engineeringLatest filing 2024
Plans
2
Retirement
1
$44.8M assets
Welfare
1
$346K premiums
Participants
541
10150 YORK ROAD STE 200 - HUNT VALLEY, MD 21030410-583-5180wallacemontgomery.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $346K premiums / 374 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY50%
- UNITED CONCORDIA INSURANCE COMPANY41%
- SUN LIFE ASSURANCE COMPANY OF CANADA8%
- JANUS ASSOCIATES, INC. DBA BHS2%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN
401k
Assets$44.8M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALLACE, MONTGOMERY & ASSOCIATES LLP WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$346K
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | 401k | $44.8M | 310 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALLACE, MONTGOMERY & ASSOCIATES LLP WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $346K | 374 | 2024 |
Retirement plans
Welfare plans