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  2. IDENTITY, INC.
Sponsor portfolio

IDENTITY, INC.

EIN 52-2120012-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$1.2M premiums
Participants
383
620 EAST DIAMOND AVE., SUITE K - GAITHERSBURG, MD 20877301-963-5900identity-youth.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$4.4M - 231 part#501Fully Insured-$1.2M - 152 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Other$51K
  • Short-term disability$43K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • JOHN BENSON MILLEN III51%
  • RIGGS COUNSELMAN MICHAELS & DOWNES29%
  • EMPLOYEE BENEFITS CORP OF AMERICA12%
  • JOHN B MILLEN6%
  • RCM&D INC.1%
  • +3 more
Total $87K8 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

IDENTITY, INC. 401(K) PLAN

401k

Assets$4.4M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IDENTITY, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC

Premiums$1.2M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002IDENTITY, INC. 401(K) PLAN401k$4.4M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IDENTITY, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC$1.2M1522025
Retirement plans
Welfare plans
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