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Sponsor portfolioWelfare / HealthEIN 52-0728302
A. MORTON THOMAS AND ASSOCIATES, INC.
700 KING FARM BLVD · ROCKVILLE, MD 20850
3018812545
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$7.0M
No prior year
Persons covered
867
No prior year
Total participants
397
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $6.2M | 36.2% | |
| Prescription drug | $6.2M | 36.2% | |
| Dental | $785K | 4.6% | |
| Vision | $785K | 4.6% | |
| Life | $785K | 4.6% | |
| Short-term disability | $785K | 4.6% | |
| Long-term disability | $785K | 4.6% | |
| Other | $785K | 4.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 530078070 | HRx | $6.2M | 88.8% | 1 | 1 | 791 |
EIN 135581829 | DVLSTDLTDOth | $785K | 11.2% | 1 | 1 | 867 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NASHVILLE, TN | GROUP HOSPITALIZATION MEDICAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY | $78K | $180K | $258K | 100.0% | 1 |
| KELLY & ASSOCIATES INSURANCE GROUP | SPARKS, MD | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $0 | $13 | $13 | 0.0% | 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