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Sponsor portfolio

POTOMAC CASE MANAGEMENT SERVICES, INC.

EIN 52-2118801-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
1
$2.8M assets
Welfare
2
$884K premiums
Participants
253
324 EAST ANTIETAM STREET SUITE 301 - HAGERSTOWN, MD 21740301-791-3087
Plans on this EIN
3 filings
#001401k-$2.8M - 137 part#502Fully Insured-$884K - 116 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $884K premiums / 116 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$805K
  • Dental$805K
  • Vision$805K
  • Prescription drug$805K
  • Life$79K
  • Short-term disability$79K
  • +2 more
Total $884K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $884K2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HILB GROUP OF NEW ENGLAND81%
  • MATHER & STROHL ADMIN SVC INC16%
  • CENTERSTONE INSURANCE AND FINANCIAL3%
Total $87K3 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

POTOMAC CASE MANAGEMENT SERVICES, INC. 401K PLAN

401k

Assets$2.8M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

POTOMAC CASE MANAGEMENT SERVICES, INC. GROUP INSURANCE PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$884K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

POTOMAC CASE MANAGEMENT SERVICES, INC. GROUP HEALTH BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POTOMAC CASE MANAGEMENT SERVICES, INC. 401K PLAN401k$2.8M1372025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502POTOMAC CASE MANAGEMENT SERVICES, INC. GROUP INSURANCE PLANFully InsuredCAREFIRST OF MARYLAND, INC.$884K1162025
501POTOMAC CASE MANAGEMENT SERVICES, INC. GROUP HEALTH BENEFIT PLANSelf Funded-$002025
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