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Sponsor portfolio

CASE DESIGN/REMODELING,INC.

EIN 52-1708950-construction-Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$1.6M premiums
Participants
250
4701 SANGAMORE RD STE 40 - BETHESDA, MD 208162508301-229-4600LinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#002401k-$25.4M - 151 part#501Mixed-$1.6M - 229 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Long-term disability$86K
  • Life$65K
  • Short-term disability$48K
  • Other$13K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • STANDARD INSURANCE COMPANY11%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • STRATEBEN INC58%
  • PETER JONES42%
Total $91K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE CASE DESIGN/REMODELING, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$25.4M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASE DESIGN/REMODELING, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE CASE DESIGN/REMODELING, INC. 401(K) RETIREMENT SAVINGS PLAN401k$25.4M1512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASE DESIGN/REMODELING, INC. EMPLOYEE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.6M2292025
Retirement plans
Welfare plans
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