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Sponsor portfolio

HUMPHREY MANAGEMENT, LLC

EIN 85-1633029-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$1.5M premiums
Participants
488
10220 OLD COLUMBIA RD, STE M - COLUMBIA, MD 21046443-259-4900
Plans on this EIN
2 filings
#002401k-$9.3M - 308 part#501Fully Insured-$1.5M - 179 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Other$70K
  • Life$60K
  • Long-term disability$60K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SYMETRA LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • HILB GROUP OF NEW ENGLAND75%
  • AP BENEFIT ADVISORS, LLC20%
  • NATIONAL CAPITAL INSURANCE AGENCY3%
  • PSA INSURANCE & FINANCIAL PARTNERS1%
Total $107K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HUMPHREY MANAGEMENT LLC 401(K) PLAN

401k

Assets$9.3M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUMPHREY MANAGEMENT, LLC GROUP INSURANCE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.5M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HUMPHREY MANAGEMENT LLC 401(K) PLAN401k$9.3M3082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUMPHREY MANAGEMENT, LLC GROUP INSURANCE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.5M1792025
Retirement plans
Welfare plans
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