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Sponsor portfolioWelfare / HealthEIN 52-0465075

ROSEDALE BANK

9616 BELAIR ROAD · BALTIMORE, MD 21236
4106684400
Plans filed
1
Years active
2018–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$202K
No prior year
Persons covered
176
No prior year
Total participants
143
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$202K
ROSEDALE BANK HEALTH AND WELFARE BENEFIT PLAN
Mixed176 covered·5 carriers
Primary: UNITED CONCORDIA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$72K27.3%
Life$62K23.6%
Dental$54K20.3%
Long-term disability$34K12.7%
Short-term disability$29K10.9%
Vision$14K5.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$124K61.7%15143
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$54K26.5%11153
METROPOLITAN LIFE INSURANCE COMPANY
EIN 390493780
V
$14K6.8%11176
JANUS ASSOCIATES, INC. DBA BHS
EIN 521306404
Oth
$7K3.6%11152
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$3K1.4%1110

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VARNEY & COMPANY BENEFITS ADVISORSHOLLIDAYSBURG, PANATIONAL VISION ADMINISTRATORS (NGL), PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY$25K$0$25K86.7%1
LEAVITT GROUPCEDAR CITY, UTTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$3K$3K10.4%1
TRIBRIDGE PARTNERS LLCCOLUMBIA, MDUNITED CONCORDIA INSURANCE COMPANY$468$0$4681.6%1
MARY THERESA FISHERTOWNSEND, DEPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$388$0$3881.3%1
HILB GROUP OF NEW ENGLANDCALIFORNIA, MDPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$10$0$100.0%1

History & trajectory

8 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
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