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Sponsor portfolioTH

CONFERENCE OF STATE BANK SUPERVISOR

EIN 52-2080072-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$64.9M assets
Welfare
1
$3.7M premiums
Participants
392
1300 I STREET NW - WASHINGTON, DC 20005202-296-2840LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$64.9M - 215 part#501Fully Insured-$3.7M - 368 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Prescription drug$3.4M
  • Other$270K
  • Life$237K
  • Short-term disability$237K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • POTOMAC BASIN GROUP ASSOC LLC7%
  • THE NATOVITZ GROUP INC2%
Total $190K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CONFERENCE OF STATE BANK SUPERVISORS SAFE HARBOR

401k

Assets$64.9M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONFERENCE OF STATE BANK SUPERVISORS WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$3.7M
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CONFERENCE OF STATE BANK SUPERVISORS SAFE HARBOR401k$64.9M2152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONFERENCE OF STATE BANK SUPERVISORS WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC.$3.7M3682025
Retirement plans
Welfare plans
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