PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ADFINITAS MANAGEMENT, 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 45-2540636

ADFINITAS MANAGEMENT, LLC

7250 PARKWAY DRIVE, SUITE 120 · HANOVER, MD 21076
4439490814
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
497
No prior year
Total participants
252
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.3M
ADFINITAS HEALTH WELFARE BENEFIT PLAN
Mixed497 covered·2 carriers
Primary: CAREFIRST OF MARYLAND, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.1M23.8%
Dental$3.1M23.8%
Vision$3.1M23.8%
Prescription drug$3.1M23.8%
Life$207K1.6%
Other$207K1.6%
Long-term disability$206K1.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521385894
HRxDV
$3.1M93.7%11497
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$207K6.3%12252

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ARLINGTON HEIGHTS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CAREFIRST OF MARYLAND, INC.$10K$55K$65K65.3%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CAREFIRST OF MARYLAND, INC.$0$32K$32K32.2%1
THE CASON GROUP INCCOLUMBIA, SCTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$3K$3K2.6%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
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