Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$164K
- Short-term disability$164K
- Long-term disability$164K
- Other$164K
- Vision$30K
Filings through .
Wallace, Montgomery & Associates
EIN 52-1051946civil engineeringLatest filing 2025
Plans
2
Retirement
1
$54.2M assets
Health & Benefits
1
$194K premiums
Participants
602
10150 YORK ROAD STE 200 - HUNT VALLEY, MD 21030410-583-5180wallacemontgomery.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $194K premiums / 261 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN
401(k)
Assets$54.2M
Participants341
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WALLACE, MONTGOMERY & ASSOCIATES LLP WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$194K
Covered lives261
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | 401(k) | $54.2M | 341 | 2025 |
- #001 · 401(k) · 2025341
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WALLACE, MONTGOMERY & ASSOCIATES LLP WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $194K | 261 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025261
Retirement plans
Health & Benefits plans