Form 5500 · Employee benefit plan · MOUNT RAINIER, MD
WHOLISTIC MANAGEMENT INC
Public Form 5500 records show how WHOLISTIC MANAGEMENT INC (MOUNT RAINIER, MD) structures its employee benefits. Its broker of record is THE MELTZER GROUP, INC.. Coverage is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0994409 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life | 138 | December | $9,687 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 303 | December | $5,705 |
| AETNA LIFE INSURANCE CO. | Health, Vision | 152 | December | $743 |
| AETNA HEALTH, INC. | Health | 157 | December | $0 |
Questions
Who is WHOLISTIC MANAGEMENT INC's benefits broker?
Per its most recent Form 5500 Schedule A, WHOLISTIC MANAGEMENT INC's broker of record is THE MELTZER GROUP, INC..
What insurance carrier does WHOLISTIC MANAGEMENT INC use?
WHOLISTIC MANAGEMENT INC's benefit plan is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does WHOLISTIC MANAGEMENT INC's group plan renew?
The most recent Schedule A policy period for WHOLISTIC MANAGEMENT INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WHOLISTIC MANAGEMENT INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.