Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$83K
- Life$54K
- Long-term disability$53K
- Short-term disability$44K
- +2 more
Sponsor portfolioTH
CERTIFIED FINANCIAL PLANNER BOARD
EIN 74-2385850Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$1.9M premiums
Participants
315
1425 K ST NW, SUITE 800 - WASHINGTON, DC 20005202-379-2200
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- STANDARD INSURANCE COMPANY8%
- AETNA LIFE INSURANCE COMPANY4%
- AFLAC1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
92%top
- MARSH & MCLENNAN AGENCY LLC92%
- EMPLOYEE BENEFITS CORP OF AMERICA8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS 401(K) PLAN
401k
Assets$21.0M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. EMPLOYEE WELFARE BENEFITS PLAN
Fully Insured - CAREFIRST BLUECHOICE, INC.
Premiums$1.9M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS 401(K) PLAN | 401k | $21.0M | 190 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. EMPLOYEE WELFARE BENEFITS PLAN | Fully Insured | CAREFIRST BLUECHOICE, INC. | $1.9M | 229 | 2025 |
Retirement plans
Welfare plans