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Sponsor portfolio

HORD COPLAN MACHT, INC.

EIN 52-2136408-Latest filing 2025
Plans
2
Retirement
1
$50.8M assets
Welfare
1
$5.9M premiums
Participants
768
700 EAST PRATT STREET, SUITE 1200 - BALTIMORE, MD 21202410-837-7311
Plans on this EIN
2 filings
#001401k-$50.8M - 415 part#501Fully Insured-$5.9M - 390 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.6M
  • Health$5.3M
  • Prescription drug$5.3M
  • Dental$276K
  • Vision$276K
  • Short-term disability$144K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $5.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $174K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN

401k

Assets$50.8M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HORD COPLAN MACHT HEALTH EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.9M
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN401k$50.8M4152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HORD COPLAN MACHT HEALTH EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.9M3902025
Retirement plans
Welfare plans
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