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Sponsor portfolioWelfare / HealthEIN 52-1627382

TOURGEE & ASSOCIATES, INC.

600 RED BROOK BLVD · OWINGS MILLS, MD 21117
4103563108
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
280
No prior year
Total participants
284
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.3M
TOURGEE & ASSOCIATES, INC. WELFARE BENEFIT PLAN
Mixed280 covered·4 carriers
Primary: CAREFIRST OF MARYLAND, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M47.7%
Prescription drug$4.0M47.7%
Long-term disability$117K1.4%
Life$95K1.1%
Other$95K1.1%
Short-term disability$48K0.6%
Vision$28K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521385894
HRx
$4.0M93.3%11209
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$260K6.0%14280
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
V
$28K0.6%11179
JANUS ASSOCIATES, INC. DBA BHS
EIN 521306404
H
$2K0.1%11280

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDHUNT VALLEY, MDUNITED OF OMAHA LIFE INSURANCE COMPANY, CAREFIRST OF MARYLAND, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$21K$144K$165K86.4%1
AP BENEFIT ADVISORS, LLCHUNT VALLEY, MDUNITED OF OMAHA LIFE INSURANCE COMPANY, CAREFIRST OF MARYLAND, INC.$0$26K$26K13.6%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
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