# AMT HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **A. MORTON THOMAS AND ASSOCIATES, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | A. MORTON THOMAS AND ASSOCIATES, INC. |
| EIN | 520728302 |
| Plan number | 505 |
| Plan year | 2025 |
| Location | ROCKVILLE, MD |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $7.0M |
| Participants | 397 |
| Persons covered | 867 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CAREFIRST BLUECROSS BLUESHIELD | Health, Rx, PPO |
| METLIFE LEGAL PLANS | Dental, Vision, Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| WILLIS TOWERS WATSON US LLC | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. |
| KELLY & ASSOCIATES INSURANCE GROUP | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. |
| WILLIS TOWERS WATSON US LLC | METROPOLITAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/520728302-505
- Cite as: PlanOptica, https://planoptica.com/welfare/520728302-505
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers