PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MARK/TRECE, INC.

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 52-0782923

MARK/TRECE, INC.

2001 STOCKTON ROAD · JOPPA, MD 21085
4108790060
Plans filed
1
Years active
2015–2024
Industry
NAICS 32
Latest filing
2024
Total premiums (latest)
$77K
No prior year
Persons covered
172
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$77K
MARK/TRECE HEALTH & WELFARE BENEFIT TRUST
Mixed172 covered·2 carriers
Primary: HCC LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$39K42.3%
Long-term disability$24K26.3%
Life$14K15.7%
Other$14K15.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$39K50.2%11140
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$38K49.8%14172

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDUNITED OF OMAHA LIFE INSURANCE COMPANY$5K$4K$8K66.6%1
UNITED OF OMAHA LIFE INSURANCE COOMAHA, NEUNITED OF OMAHA LIFE INSURANCE COMPANY$0$4K$4K33.4%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