PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CLAREST

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-7807664

CLAREST

1921 GALLOWS ROAD · VIENNA, VA 22182
6318430500
Plans filed
1
Years active
2025–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
1,809
No prior year
Total participants
1,825
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
CLAREST BENEFITS PROGRAM
Mixed1,809 covered·5 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.5M20.2%
Dental$1.2M15.8%
Vision$1.2M15.8%
Life$1.2M15.8%
Long-term disability$1.2M15.8%
Stop-loss$939K12.8%
Short-term disability$295K4.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$1.2M47.9%111,809
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
SL
$939K38.8%111,230
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
STDOth
$295K12.2%12491
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$28K1.2%11179

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CENTERSTONE INSURANCE AND FINANCIALLIVINGSTON, NYSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.), THE GUARDIAN LIFE INSURANCE COMPANY$148K$114K$262K70.7%1
DKG INSURANCE & FINANCIAL SERVICESDALLAS, TXPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$67K$0$67K18.1%1
DAVID J MCCLELLANREINHOLDS, PAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$34K$0$34K9.3%1
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJMETROPOLITAN GENERAL INSURANCE COMPANY$3K$0$3K0.8%1
EMPLOYEE FAMILY PROTECTION INCGLASTONBURY, CTPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$2K$0$2K0.4%1
BENEFITMALLDALLAS, TXMETROPOLITAN GENERAL INSURANCE COMPANY$1K$0$1K0.4%1
CAMBRIDGE LIFE BROKERAGE LLCBLOOMFIELD, NJPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$849$0$8490.2%1
ARTHUR GRUTTNEW YORK, NYPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$387$0$3870.1%1

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica