PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PROPER INSURANCE SERVICES 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 47-1586857

PROPER INSURANCE SERVICES LLC

14 WEST PATRICK STREET, SUITE 201 · FREDERICK, MD 21701
8883319299
Plans filed
1
Years active
2025–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$794K
No prior year
Persons covered
118
No prior year
Total participants
118
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$794K
PROPER INSURANCE SERVICES LLC BENEFIT PLAN
Fully insured118 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$743K29.9%
Dental$743K29.9%
Prescription drug$743K29.9%
Vision$51K2.1%
Life$51K2.1%
Short-term disability$51K2.1%
Long-term disability$51K2.1%
Other$51K2.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxD
$743K93.5%1121
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLSTDLTDOth
$51K6.5%11118

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$43K$1K$45K71.9%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$17K$0$17K28.1%1

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