Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$311K
- Other$270K
- Life$200K
- Long-term disability$110K
- Vision$36K
Filings through .
Customer Value Partners, LLC
EIN 01-0570597Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
1
$68.2M assets
Health & Benefits
2
$617K premiums
Participants
1,350
805 FIFTEENTH STREET NW,, SUITE 650 - WASHINGTON, DC 20005571-354-6816
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $617K premiums / 572 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CVP RETIREMENT SAVINGS PLAN
401(k)
Assets$68.2M
Participants728
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CVP GROUP WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$347K
Covered lives261
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
CVP GROUP LIFE/AD&D/LTD PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$270K
Covered lives311
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CVP RETIREMENT SAVINGS PLAN | 401(k) | $68.2M | 728 | 2025 |
- #001 · 401(k) · 2025728
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CVP GROUP WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $347K | 261 | 2025 |
| #503 | CVP GROUP LIFE/AD&D/LTD PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $270K | 311 | 2025 |
- #502 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025261
- #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025311
Retirement plans
Health & Benefits plans