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Sponsor portfolioWelfare / HealthEIN 53-0196508

CHARLES E. SMITH LIFE COMMUNITIES

6121 MONTROSE ROAD · ROCKVILLE, MD 20852
3017708437
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$424K
No prior year
Persons covered
600
No prior year
Total participants
606
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$424K
CHARLES E. SMITH LIFE COMMUNITIES WRAP BENEFIT PLAN
Mixed600 covered·5 carriers
Primary: UNITED CONCORDIA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$216K32.5%
Other$179K26.9%
Life$120K18.1%
Long-term disability$120K18.1%
Vision$29K4.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED CONCORDIA INSURANCE COMPANY
EIN 521542269
D
$216K51.0%12482
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$167K39.5%12600
METROPOLITAN LIFE INSURANCE COMPANY
EIN 390493780
V
$29K6.8%11539
EMPLOYEE NETWORK, INC.
EIN 161285790
Oth
$11K2.7%11600

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDUNITED CONCORDIA INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, NATIONAL VISION ADMINISTRATORS, L.L.C., UNITED CONCORDIA DENTAL PLANS, INC.$36K$3K$39K100.0%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
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