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Sponsor portfolio

CALVERT INTERNAL MEDICINE GROUP, P.A.

EIN 52-1365400-medical practice-Latest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$721K premiums
Participants
345
985 PRINCE FREDERICK BLVD SUITE 201 - PRINCE FREDERICK, MD 206784041410-414-5311calvertmedicine.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$42.0M - 190 part#501Fully Insured-$721K - 148 lives

Benefits portfolio analytics

1 plan / $721K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$57K
  • Long-term disability$51K
  • Short-term disability$30K
  • Life$28K
  • Other$28K
  • Vision$11K
Total $177K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY62%
  • UNITED CONCORDIA INSURANCE COMPANY32%
  • VISION SERVICE PLAN6%
Total $177K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HILB GROUP OF NEW ENGLAND94%
  • ALLIANT INSURANCE SERVICES, INC.6%
  • CENTERSTONE INSURANCE AND FINANCIAL-0%
Total $16K3 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

CALVERT INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$42.0M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALVERT INTERNAL MEDICINE GROUP, P.A. WELFARE WRAP PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$721K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALVERT INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN401k$42.0M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALVERT INTERNAL MEDICINE GROUP, P.A. WELFARE WRAP PLANFully InsuredCAREFIRST OF MARYLAND, INC.$721K1482025
Retirement plans
Welfare plans
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