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Sponsor portfolioWelfare / HealthEIN 52-0541536

WHITMAN, REQUARDT AND ASSOCIATES, LLP

801 S. CAROLINE ST. · BALTIMORE, MD 21231
4102353450
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,281
No prior year
Total participants
920
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$1.1M
WHITMAN, REQUARDT AND ASSOCIATES, LLP HEALTH AND WELFARE PLAN
Mixed1,281 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$499K20.5%
Life$451K18.5%
Short-term disability$451K18.5%
Long-term disability$451K18.5%
Other$451K18.5%
Vision$131K5.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$499K46.2%111,281
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$451K41.7%11905
EYEMED VISION CARE
EIN 430949844
V
$131K12.2%11514

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSBALTIMORE, MDUNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$35K$27K$62K76.8%1
AP BENEFIT ADVISORS, LLCHUNT VALLEY, MDEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE COMPANY$13K$6K$19K23.2%1

History & trajectory

11 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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