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Sponsor portfolio

EAGLEBANK

EIN 52-2099123-banking-Latest filing 2025
Plans
2
Retirement
1
$66.0M assets
Welfare
1
$1.2M premiums
Participants
1,127
11900 BOURNEFIELD WAY, SUITE 150 - SILVER SPRING, MD 20904301-628-4715eaglebankcorp.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$66.0M - 646 part#506Mixed-$1.2M - 850 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 850 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$1.0M
  • Dental$950K
  • Short-term disability$950K
  • Long-term disability$950K
  • Vision$45K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • METROPOLITAN LIFE INSURANCE COMPANY77%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • TRANSAMERICA LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • ADVENTIST HEALTHCARE1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • MARSH & MCLENNAN AGENCY LLC36%
  • JAMES R NELLIGAN & ASSOCIATES LLC22%
  • NFP INSURANCE SERVICES INC21%
  • TOTALIS BENEFITS14%
  • VARIOUS - SEE ATTACHED7%
Total $142K5 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

EAGLEBANK 401(K) PLAN

401k

Assets$66.0M
Participants646
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

EAGLEBANK WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EAGLEBANK 401(K) PLAN401k$66.0M6462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506EAGLEBANK WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.2M8502025
Retirement plans
Welfare plans
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