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Sponsor portfolioWelfare / HealthEIN 52-1518021
OFFIT KURMAN, P.A.
7501 WISCONSIN AVENUE · BETHESDA, MD 20814
2405071700
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$914K
No prior year
Persons covered
655
No prior year
Total participants
546
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 |
|---|---|---|---|
| Other | $614K | 22.6% | |
| Life | $601K | 22.1% | |
| Short-term disability | $601K | 22.1% | |
| Long-term disability | $601K | 22.1% | |
| Dental | $251K | 9.2% | |
| Vision | $49K | 1.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $601K | 65.8% | 1 | 1 | 526 |
EIN 231667011 | D | $251K | 27.5% | 1 | 1 | 655 |
EIN 430949844 | V | $49K | 5.3% | 1 | 1 | 541 |
EIN 521306404 | Oth | $13K | 1.4% | 1 | 1 | 538 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | BOSTON, MA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., RELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL OF PENNSYLVANIA | $50K | $5K | $55K | 80.8% | 1 |
| HILB GROUP OF NEW ENGLAND | HUNT VALLEY, MD | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $13K | $13K | 19.2% | 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