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Sponsor portfolioTH

OFFIT KURMAN, P.A.

EIN 52-1518021-law practice-Latest filing 2025
Plans
2
Retirement
1
$86.9M assets
Welfare
1
$914K premiums
Participants
1,256
7501 WISCONSIN AVENUE, SUITE 1000 W - BETHESDA, MD 20814240-507-1700offitkurman.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$86.9M - 710 part#501Mixed-$914K - 655 lives

Benefits portfolio analytics

1 plan / $914K premiums / 655 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$614K
  • Life$601K
  • Short-term disability$601K
  • Long-term disability$601K
  • Dental$251K
  • Vision$49K
Total $914K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY66%
  • DELTA DENTAL OF CALIFORNIA27%
  • EYEMED VISION CARE5%
  • JANUS ASSOCIATES, INC. DBA BHS1%
Total $914K4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • HILB GROUP OF NEW ENGLAND19%
Total $69K2 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

OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$86.9M
Participants710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$914K
Covered lives655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN401k$86.9M7102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$914K6552025
Retirement plans
Welfare plans
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