Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$375K
- Dental$152K
- Vision$152K
- Life$152K
- Short-term disability$152K
- Long-term disability$152K
- +1 more
Sponsor portfolio
BECKER MORGAN GROUP, INC.
EIN 52-1348971architecture & planningLatest filing 2025
Plans
2
Retirement
1
$26.8M assets
Welfare
1
$528K premiums
Participants
276
312 W. MAIN STREET, SUITE 300 - SALISBURY, MD 21801410-546-9100beckermorgan.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $528K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- WESTPORT INSURANCE CORPORATION71%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA29%
Broker market share
Schedule A broker compensation
62%top
- AVERY HALL BENEFIT SOLUTIONS INC62%
- KELLY & ASSOCIATES INSURANCE GROUP38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BECKER MORGAN GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$26.8M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH CARE PLAN OF BECKER MORGAN GROUP, INC.
Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE COMPANY
Premiums$528K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BECKER MORGAN GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $26.8M | 157 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH CARE PLAN OF BECKER MORGAN GROUP, INC. | Mixed | SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE COMPANY | $528K | 124 | 2025 |
Retirement plans
Welfare plans