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Sponsor portfolio

SALISBURY HOUSE, LLC

EIN 52-2085789-government administration-Latest filing 2025
Plans
2
Retirement
1
$62.9M assets
Welfare
1
$13.4M premiums
Participants
6,882
2 VILLAGE SQUARE, SUITE 210 - BALTIMORE, MD 21210410-653-0944salisburyhousing.comLinkedIn11-50 employeesgovernment administration
Plans on this EIN
2 filings
#001401k-$62.9M - 3,844 part#501Fully Insured-$13.4M - 3,806 lives

Benefits portfolio analytics

1 plan / $13.4M premiums / 3,806 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.1M
  • Prescription drug$12.1M
  • Other$729K
  • Life$683K
  • Short-term disability$683K
  • Long-term disability$683K
  • +2 more
Total $13.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA3%
  • VISION SERVICE PLAN1%
  • CAREBRIDGE CORPORATION0%
Total $13.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MERCER HEALTH AND BENEFITS, LLC86%
  • OAKBRIDGE INSURANCE AGENCY, LLC14%
Total $140K2 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

NEW STORY RETIREMENT PLAN

401k

Assets$62.9M
Participants3,844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SALISBURY HOUSE, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$13.4M
Covered lives3,806
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW STORY RETIREMENT PLAN401k$62.9M3,8442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SALISBURY HOUSE, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$13.4M3,8062025
Retirement plans
Welfare plans
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