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Sponsor portfolioWelfare / HealthEIN 52-0819008
WILLIAM H. METCALFE & SONS, INC.
P.O. BOX 159 · CLINTON, MD 20735
3018686330
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$954K
No prior year
Persons covered
121
No prior year
Total participants
87
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 | $867K | 88.2% | |
| Dental | $45K | 4.6% | |
| Life | $30K | 3.0% | |
| Other | $30K | 3.0% | |
| Vision | $12K | 1.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $867K | 90.9% | 1 | 1 | 97 |
EIN 541808292 | D | $45K | 4.7% | 1 | 1 | 85 |
EIN 470322111 | LOth | $30K | 3.1% | 1 | 2 | 87 |
EIN 430949844 | V | $12K | 1.2% | 1 | 1 | 121 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | LEESBURG, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, EYEMED VISION CARE OBO FIDELITY SECURITY LIFE INSURANCE | $7K | $37K | $44K | 68.4% | 1 |
| KELLY & ASSOCIATES INSURANCE GROUP | SPARKS, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DOMINION NATIONAL | $18K | $2K | $19K | 30.1% | 1 |
| MATHER & STROHL ADMIN SVC INC | TOWSON, MD | EYEMED VISION CARE OBO FIDELITY SECURITY LIFE INSURANCE | $981 | $0 | $981 | 1.5% | 1 |
History & trajectory
7 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