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Sponsor portfolio

WALKER & DUNLOP, LLC

EIN 80-0312140-financial services-Latest filing 2025
Plans
2
Retirement
1
$311.3M assets
Welfare
1
$10.0M premiums
Participants
3,281
7272 WISCONSIN AVE STE 1300 - BETHESDA, MD 208146531301-215-5500walkerdunlop.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$311.3M - 1,859 part#510Fully Insured-$10.0M - 1,409 lives

Benefits portfolio analytics

1 plan / $10.0M premiums / 1,409 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.9M
  • Dental$8.9M
  • Prescription drug$8.9M
  • Long-term disability$537K
  • Life$355K
  • Other$355K
  • +1 more
Total $10.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN2%
Total $10.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $350K1 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

WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN

401k

Assets$311.3M
Participants1,859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WALKER & DUNLOP LLC GROUP HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$10.0M
Covered lives1,409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN401k$311.3M1,8592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WALKER & DUNLOP LLC GROUP HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$10.0M1,4092025
Retirement plans
Welfare plans
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