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Sponsor portfolioWelfare / HealthEIN 52-0634722

BROOKE GROVE FOUNDATION INC.

18100 SLADE SCHOOL RD · SANDY SPRING, MD 20860
3013887203
Plans filed
1
Years active
2016–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$386K
No prior year
Persons covered
163
No prior year
Total participants
203
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$386K
BROOKE GROVE FOUNDATION INC. EMPLOYEE BENEFITS PLAN
Mixed163 covered·4 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$191K28.6%
Life$94K14.1%
Short-term disability$94K14.1%
Long-term disability$94K14.1%
Other$94K14.1%
Dental$75K11.2%
Vision$26K3.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
SL
$191K49.6%11160
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$94K24.4%1151
UNITED CONCORIDA INSURANCE COMPANY
EIN 860307623
D
$75K19.3%11163
VISION SERVICE PLAN
EIN 237089668
V
$26K6.8%11126

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLEGEANT LLCTIMONIUM, MDSUN LIFE ASSURANCE COMPANY OF CANADA, VISION SERVICE PLAN, UNITED CONCORIDA INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$21K$5K$25K76.4%1
CFA LLCBALTIMORE, MDSYMETRA LIFE INSURANCE COMPANY$8K$0$8K23.6%1

History & trajectory

9 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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