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Sponsor portfolio

MERRITT MANAGEMENT CORPORATION

EIN 52-2066194-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$53.9M assets
Welfare
1
$2.5M premiums
Participants
399
2066 LORD BALTIMORE DRIVE - BALTIMORE, MD 21244410-298-2600
Plans on this EIN
2 filings
#333401k-$53.9M - 220 part#501Fully Insured-$2.5M - 179 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Life$157K
  • Long-term disability$157K
  • Other$52K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • TRUSTMARK INSURANCE COMPANY2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • AP BENEFIT ADVISORS, LLC68%
  • JEFFREY MERWIN19%
  • KELLY & ASSOCIATES INSURANCE GROUP13%
Total $63K3 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

MERRITT MANAGEMENT CORPORATION 401(K) PLAN

401k

Assets$53.9M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERRITT MANAGEMENT CORPORATION FLEXIBLE BENEFITS

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$2.5M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333MERRITT MANAGEMENT CORPORATION 401(K) PLAN401k$53.9M2202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERRITT MANAGEMENT CORPORATION FLEXIBLE BENEFITSFully InsuredCAREFIRST OF MARYLAND, INC.$2.5M1792025
Retirement plans
Welfare plans
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