Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$311K
- Other$270K
- Life$200K
- Long-term disability$110K
- Vision$36K
Sponsor portfolio
CUSTOMER VALUE PARTNERS, LLC.
EIN 01-0570597Latest filing 2025
Plans
3
Retirement
1
$62.4M assets
Welfare
2
$617K premiums
Participants
1,509
11130 FAIRFAX BLVD, SUITE 311 - FAIRFAX, VA 22030703-345-9100
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $617K premiums / 572 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- METROPOLITAN LIFE INSURANCE COMPANY50%
- UNUM LIFE INSURANCE COMPANY OF AMERICA44%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CVP RETIREMENT SAVINGS PLAN
401k
Assets$62.4M
Participants887
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CVP GROUP WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$347K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CVP GROUP LIFE/AD&D/LTD PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$270K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CVP RETIREMENT SAVINGS PLAN | 401k | $62.4M | 887 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans