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Sponsor portfolio

WHITMAN-WALKER HEALTH

EIN 52-1122122-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$550K premiums
Participants
709
1201 SYCAMORE DRIVE SE - WASHINGTON, DC 20032202-797-3559LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$25.4M - 411 part#503Mixed-$550K - 483 lives

Benefits portfolio analytics

1 plan / $550K premiums / 483 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$368K
  • Life$363K
  • Short-term disability$363K
  • Long-term disability$363K
  • Dental$182K
  • Vision$182K
Total $550K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA66%
  • METROPOLITAN LIFE INSURANCE COMPANY33%
  • INOVA EMPLOYEE ASSISTANCE1%
Total $550K3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • GALLAGHER BENEFIT SERVICES, INC.52%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
  • MARSH & MCLENNAN AGENCY LLC16%
  • TOTALIS BENEFITS3%
Total $69K4 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

WHITMAN-WALKER HEALTH 403(B) PLAN

403b

Assets$25.4M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WHITMAN-WALKER CLINIC, INC FLEXIBENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$550K
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITMAN-WALKER HEALTH 403(B) PLAN403b$25.4M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WHITMAN-WALKER CLINIC, INC FLEXIBENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$550K4832025
Retirement plans
Welfare plans
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