Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$941K
- Vision$941K
- Prescription drug$941K
- Dental$49K
- Short-term disability$38K
- Life$30K
- +2 more
Sponsor portfolio
CLOSE UP FOUNDATION
EIN 23-7122882civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$1.1M premiums
Participants
370
671 N. GLEBE ROAD, SUITE 900 - ALEXANDRIA, VA 22203703-706-3300closeup.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 151 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- RELIANCE STANDARD LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
86%top
- CBIZ BENEFITS & INSURANCE SERVICES86%
- AMWINS14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN
403b
Assets$9.1M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLOSE UP FOUNDATION WELFARE BENEFITS PLAN
Fully Insured - CAREFIRST BLUECHOICE, INC.
Premiums$1.1M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | 403b | $9.1M | 262 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLOSE UP FOUNDATION WELFARE BENEFITS PLAN | Fully Insured | CAREFIRST BLUECHOICE, INC. | $1.1M | 151 | 2025 |
Retirement plans
Welfare plans