PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WOLAK MANAGEMENT GROUP LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-1120444

WOLAK MANAGEMENT GROUP LLC

65 GRAY ROAD · FALMOUTH, ME 04105
2072283445
Plans filed
1
Years active
2021–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
327
No prior year
Total participants
1,676
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.5M
WOLAK MANAGEMENT GROUP LLC EMPLOYEE BENEFITS PLAN
Fully insured327 covered·2 carriers
Primary: HPHC JOINT VENTURE UHG

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M86.6%
Dental$109K6.7%
Vision$109K6.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 043149694
H
$1.4M92.8%1471
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$109K7.2%11327

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CLARK INSURANCEPORTLAND, MEHPHC JOINT VENTURE UHG$39K$6K$45K91.2%1
MARSH & MCLENNAN AGENCY LLCPORTLAND, MEAMERITAS LIFE INSURANCE CORP.$3K$1K$4K8.8%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica