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Sponsor portfolio

ENTERPRISE COMMUNITY PARTNERS, INC.

EIN 52-1231931-Latest filing 2025
Plans
2
Retirement
1
$215.3M assets
Welfare
1
$1.7M premiums
Participants
2,524
11000 BROKEN LAND PARKWAY - COLUMBIA, MD 21044410-772-5292impactnote.comLinkedIn501-1000 employees
Plans on this EIN
2 filings
#333401k-$215.3M - 1,411 part#503Mixed-$1.7M - 1,522 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,522 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$953K
  • Other$646K
  • Life$577K
  • Long-term disability$577K
  • Vision$101K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • METROPOLITAN LIFE INSURANCE COMPANY59%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY34%
  • EYEMED VISION CARE6%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • KELLY & ASSOCIATES INSURANCE GROUP75%
  • BROWN & BROWN INSURANCE SERVICES18%
  • MERCER HEALTH AND BENEFITS, LLC3%
  • HAYS COMPANIES, INC.3%
  • KELLY BENEFITS1%
Total $179K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

ENTERPRISE EMPLOYEES' PENSION AND 401(K) PLAN

401k

Assets$215.3M
Participants1,411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ENTERPRISE COMMUNITY PARTNERS, INC. HEALTH & WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives1,522
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333ENTERPRISE EMPLOYEES' PENSION AND 401(K) PLAN401k$215.3M1,4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ENTERPRISE COMMUNITY PARTNERS, INC. HEALTH & WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.7M1,5222025
Retirement plans
Welfare plans
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