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Sponsor portfolio

OBLON, MCCLELLAND, MAIER & NEUSTADT, L.L.P.

EIN 54-1080193-Latest filing 2025
Plans
3
Retirement
1
$101.7M assets
Welfare
2
$607K premiums
Participants
490
1940 DUKE STREET - ALEXANDRIA, VA 22314703-412-7038
Plans on this EIN
3 filings
#001401k-$101.7M - 359 part#501Mixed-$508K - 163 lives#502Fully Insured-$98K - 166 lives

Benefits portfolio analytics

2 plans / $607K premiums / 329 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$344K
  • Life$197K
  • Long-term disability$197K
  • Dental$145K
  • Vision$19K
Total $508K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA29%
  • LIFESECURE INSURANCE COMPANY10%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN4%
  • +1 more
Total $508K6 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • CORPORATE SYNERGIES GROUP LLC54%
  • CENTRO BENEFITS RESEARCH LLC25%
  • MERCER HEALTH AND BENEFITS, LLC10%
  • ACSIA LONG TERM CARE INC5%
  • SENIOR COMMISSION FUNDING LLC5%
  • +2 more
Total $53K7 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

OBLON, MCCLELLAND, MAIER & NEUSTADT, LLP RETIREMENT PLAN

401k

Assets$101.7M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OBLON, MCCLELLAND, MAIER & NEUSTADT, L.L.P. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$508K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OBLON, MCCLELLAND, MAIER & NEUSTADT LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$98K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OBLON, MCCLELLAND, MAIER & NEUSTADT, LLP RETIREMENT PLAN401k$101.7M3592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OBLON, MCCLELLAND, MAIER & NEUSTADT, L.L.P. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$508K1632025
502OBLON, MCCLELLAND, MAIER & NEUSTADT LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$98K1662024
Retirement plans
Welfare plans
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