Wholistic Management Incbenefits
Wholistic Management Inc Wrap Benefit Plan · MOUNT RAINIER, MD · plan year 2025
Broker compensation reported · 2025
$27,494
Wholistic Management Inc's benefits plans covered 159 active participants in 2025, providing health · life · dental · vision · short-term disability · death benefits. Insurance brokers and agents were paid $27,494 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $173 per covered person, below the median for employer plans that report broker pay. Broker pay fell 28% from $38,009 in 2024.
Insurance contracts · 20254
AETNA HEALTH, INC. · health hmopremiums n/a · 188 covered
AETNA LIFE INSURANCE CO. · health visionpremiums n/a · 171 covered
AMERITAS LIFE INSURANCE CORP. · dental visionpremiums n/a · 310 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · life stdpremiums n/a · 141 covered
Brokers & agents paid · 20255
MELTZER GROUP INC.$9,463
MELTZER GROUP INC$7,096 · incl $6,228 fees
THE MELTZER GROUP INC$5,348
JAMES R. NELLIGAN ASSOCIATES, LLC$5,079 · incl $5,079 fees
NFP CORPORATE SERVICES INC$508 · incl $508 fees
Also brokered by Meltzer Group Inc.5
Cogent Communications, LLC DC$236,397
Keylogic, LLC WV$209,686
Ivystone Group, LLC PA$26,506
Science Systems and Applications, Inc. MD$11,968
Cornerstone Montgomery, Inc. MD$10,553
Why are you looking at this plan?
More
Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330994409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.