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Sponsor portfolioWelfare / HealthEIN 01-0570597

CUSTOMER VALUE PARTNERS, LLC.

11130 FAIRFAX BLVD, SUITE 311 · FAIRFAX, VA 22030
7033459100
Plans filed
2
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$617K
No prior year
Persons covered
572
No prior year
Total participants
622
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$347K
CVP GROUP WELFARE BENEFITS PLAN
Mixed261 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$270K
CVP GROUP LIFE/AD&D/LTD PLAN
Fully insured311 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$311K33.6%
Other$270K29.1%
Life$200K21.5%
Long-term disability$110K11.9%
Vision$36K3.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$311K50.5%11261
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LLTDOth
$270K43.8%15311
VISION SERVICE PLAN
EIN 237089668
V
$36K5.8%11231

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY$42K$12K$55K100.0%2

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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