Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 46-2725986
WORKSOURCE MONTGOMERY, INC.
1801 ROCKVILLE PIKE SUITE 320 · ROCKVILLE, MD 20852
2404034102
- Plans filed
- 3
- Years active
- 2025–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$89K
No prior year
Persons covered
346
No prior year
Total participants
346
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$36K
WORKSOURCE MONTGOMERY INC. SHORT TERM DISABILITY PLAN
Fully insured115 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$28K
WORKSOURCE MONTGOMERY INC. LONG TERM DISABILITY PLAN
Fully insured113 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$25K
WORKSOURCE MONTGOMERY, INC. LIFE INSURANCE PLAN
Fully insured118 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $36K | 32.0% | |
| Long-term disability | $28K | 24.8% | |
| Life | $25K | 21.6% | |
| Other | $25K | 21.6% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $89K | 100.0% | 3 | 3 | 346 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COPPER DUNN LLC | SILVER SPRING, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $0 | $13K | 75.0% | 3 |
| KELLY & ASSOCIATES INSURANCE GROUP | SPARKS, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 25.0% | 3 |
Policy details
Latest year, by plan