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  1. Companies/
  2. Clear Blue Insurance Services, Inc.

Filings through Oct 24, 2026.

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Clear Blue Insurance Services, Inc.

EIN 47-4938731-insurance-Latest filing 2025
Plans
1
Retirement
1
$3.9M assets
Health & Benefits
0
Participants
46
200 SOUTH COLLEGE STREET, SUITE 191 - CHARLOTTE, NC 28202787-529-9626clearblueinsurancegroup.comLinkedIn51-200 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$3.9M - 46 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CLEAR BLUE INSURANCE SERVICES, INC. 401(K) PLAN

401(k)

Assets$3.9M
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLEAR BLUE INSURANCE SERVICES, INC. 401(K) PLAN401(k)$3.9M462025
  • CLEAR BLUE INSURANCE SERVICES, INC. 401(K) PLAN$3.9M
    #001 · 401(k) · 202546
Retirement plans
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