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Sponsor portfolioWelfare / HealthEIN 52-1008944
SHULMAN ROGERS, P.A.
12505 PARK POTOMAC AVENUE · POTOMAC, MD 20854
3012305213
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
313
No prior year
Total participants
169
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 | $2.6M | 29.0% | |
| Dental | $2.6M | 29.0% | |
| Vision | $2.6M | 29.0% | |
| Life | $292K | 3.3% | |
| Short-term disability | $292K | 3.3% | |
| Long-term disability | $292K | 3.3% | |
| Other | $292K | 3.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $2.6M | 89.9% | 1 | 1 | 313 |
EIN 010278678 | LSTDLTDOth | $292K | 10.1% | 1 | 1 | 192 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | UNITEDHEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $21K | $72K | $93K | 100.0% | 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