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
Filings through .
Top hat
Certified Financial Planner Board of Standards Center for Financial PL
EIN 74-2385850Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$27.9M assets
Health & Benefits
1
$1.9M premiums
Participants
324
1425 K STREET NW, SUITE 800 - WASHINGTON, DC 20005202-379-2200
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.9M premiums / 229 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS 401(K) PLAN
401(k)
Assets$27.9M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. EMPLOYEE WELFARE BENEFITS PLAN
Fully insured - CAREFIRST BLUECHOICE, INC.
Premiums$1.9M
Covered lives229
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS 401(K) PLAN | 401(k) | $27.9M | 199 | 2025 |
- #001 · 401(k) · 2025199
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · CAREFIRST BLUECHOICE, INC. · 2025229
Retirement plans
Health & Benefits plans