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Sponsor portfolioWelfare / HealthEIN 33-0994409
WHOLISTIC MANAGEMENT INC
2209 VARNUM STREET · MOUNT RAINIER, MD 20712
2028328787
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
310
No prior year
Total participants
162
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.4M | 70.0% | |
| Vision | $339K | 17.4% | |
| Life | $64K | 3.3% | |
| Short-term disability | $64K | 3.3% | |
| Other | $64K | 3.3% | |
| Dental | $53K | 2.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232169745 | HV | $1.4M | 92.1% | 1 | 2 | 188 |
EIN 860222062 | LSTDOth | $64K | 4.3% | 1 | 1 | 141 |
EIN 470098400 | DV | $53K | 3.6% | 1 | 1 | 310 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | AETNA LIFE INSURANCE CO., AMERITAS LIFE INSURANCE CORP., EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $16K | $6K | $22K | 79.7% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | ALBANY, NY | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $5K | $5K | 18.5% | 1 |
| NFP INSURANCE SERVICES INC | AUSTIN, TX | AMERITAS LIFE INSURANCE CORP. | $0 | $508 | $508 | 1.8% | 1 |
History & trajectory
9 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