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Sponsor portfolioTH

MONTGOMERY HOSPICE

EIN 52-1114719-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$2.5M premiums
Participants
582
1355 PICCARD DRIVE, SUITE 100 - ROCKVILLE, MD 20850301-921-4400montgomeryhospice.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$18.9M - 361 part#501Fully Insured-$2.5M - 255 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Short-term disability$145K
  • Long-term disability$145K
  • Dental$92K
  • Other$67K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • KAISER FOUNDATION HEALTH PLAN INC87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DOMINION NATIONAL4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • AFLAC1%
  • +3 more
Total $2.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • MATTHEW W EVANS1%
  • CENTERSTONE INSURANCE AND FINANCIAL0%
  • DREW SKIBITSKY0%
Total $128K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONTGOMERY HOSPICE EE & ER CONTRIBUTION PLAN

403b

Assets$18.9M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTGOMERY HOSPICE SOCIETY CAFETERIA PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.

Premiums$2.5M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTGOMERY HOSPICE EE & ER CONTRIBUTION PLAN403b$18.9M3612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTGOMERY HOSPICE SOCIETY CAFETERIA PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$2.5M2552024
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Welfare plans
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