PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. RUMMEL, KLEPPER & KAHL, LLP HEALTH PLAN

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 52-0599112

RUMMEL, KLEPPER & KAHL, LLP HEALTH PLAN

700 EAST PRATT STREET · BALTIMORE, MD 21202
4104629355
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$5.1M
No prior year
Persons covered
2,872
No prior year
Total participants
1,429
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #701$5.1M
RUMMEL, KLEPPER & KAHL, LLP HEALTH PLAN
Mixed2,872 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$3.0M23.4%
Long-term disability$2.0M15.5%
Other$2.0M15.5%
Dental$2.0M15.2%
Vision$2.0M15.2%
Life$2.0M15.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$3.0M59.8%111,405
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
DVLLTDOth
$2.0M39.5%122,872
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$34K0.7%1163

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXSUN LIFE ASSURANCE COMPANY OF CANADA, METLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY$368K$69K$437K86.5%1
CFA LLCBALTIMORE, MDSUN LIFE ASSURANCE COMPANY OF CANADA$0$64K$64K12.6%1
SILBERSTEIN INSURANCE GROUPBALTIMORE, MDMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$2K$0$2K0.4%1
WILLIAM EDWARD THOMPSONHUNT VALLEY, MDMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$943$572$2K0.3%1
DENNIS T FACIUSCOCKEYSVILLE, MDMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$1K$16$1K0.2%1
J BROOKS BRADLEYCOCKEYSVILLE, MDMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$14$0$140.0%1

History & trajectory

10 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