PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MERRITT CLUB MANAGEMENT, INC.
Sponsor portfolio

MERRITT CLUB MANAGEMENT, INC.

EIN 52-2208662-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$1.1M premiums
Participants
308
2058 LORD BALTIMORE DRIVE - BALTIMORE, MD 21244410-298-8705
Plans on this EIN
2 filings
#001401k-$4.0M - 208 part#501Fully Insured-$1.1M - 100 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Vision$1.0M
  • Prescription drug$1.0M
  • Life$79K
  • Short-term disability$79K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • AP BENEFIT ADVISORS, LLC84%
  • KELLY & ASSOCIATES INSURANCE GROUP16%
Total $102K2 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

MERRITT CLUB MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.0M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERRITT ATHLETIC CLUB HEALTH & WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$1.1M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERRITT CLUB MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST401k$4.0M2082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERRITT ATHLETIC CLUB HEALTH & WELFARE BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$1.1M1002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica