Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.7M
- Life$3.9M
- Long-term disability$2.0M
Sponsor portfolioTH
T. ROWE PRICE GROUP, INC.
EIN 52-2264646Finance and InsuranceLatest filing 2025
Plans
7
Retirement
1
$5.57B assets
Welfare
6
$15.2M premiums
Participants
18,980
4555 PAINTERS MILL RD - OWINGS MILLS, MD 211174903410-345-2392
Benefits portfolio analytics
6 plans / $15.2M premiums / 35,884 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- METROPOLITAN LIFE INSURANCE COMPANY52%
- HARTFORD LIFE AND ACCIDENT26%
- AETNA LIFE INSURANCE COMPANY16%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- ACE AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
80%top
- CFN AGENCY INC80%
- MERCER HEALTH AND BENEFITS, LLC15%
- RCM&D INC.3%
- REWARDS PLUS OF AMERICAN INS AGENCY2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
T. ROWE PRICE U.S. RETIREMENT PROGRAM
401k
Assets$5.57B
Participants12,005
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
T ROWE PRICE GROUP INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$7.7M
Covered lives9,461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
GROUP INSURED LIFE AND AD&D
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$3.5M
Covered lives9,857
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
OPTIONAL LIFE & DEPENDENT LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$3.5M
Covered lives9,857
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
LONG TERM CARE INSURANCE PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$362K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - ACE AMERICAN INSURANCE COMPANY
Premiums$38K
Covered lives6,544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
T ROWE PRICE GROUP INC RETIREE HEALTH BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | T. ROWE PRICE U.S. RETIREMENT PROGRAM | 401k | $5.57B | 12,005 | 2025 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | T ROWE PRICE GROUP INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $7.7M | 9,461 | 2025 | |
| 502 | GROUP INSURED LIFE AND AD&D | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $3.5M | 9,857 | 2024 | |
| 505 | OPTIONAL LIFE & DEPENDENT LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $3.5M | 9,857 | 2024 | |
| 506 | LONG TERM CARE INSURANCE PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $362K | 165 | 2024 | |
| 503 | TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | ACE AMERICAN INSURANCE COMPANY | $38K | 6,544 | 2024 | |
| 507 | T ROWE PRICE GROUP INC RETIREE HEALTH BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans