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Sponsor portfolioWelfare / HealthEIN 23-7122882

CLOSE UP FOUNDATION

671 N. GLEBE ROAD, SUITE 900 · ALEXANDRIA, VA 22203
7037063300
Plans filed
1
Years active
2023–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
151
No prior year
Total participants
108
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
CLOSE UP FOUNDATION WELFARE BENEFITS PLAN
Fully insured151 covered·3 carriers
Primary: CAREFIRST BLUECHOICE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$941K31.5%
Vision$941K31.5%
Prescription drug$941K31.5%
Dental$49K1.7%
Short-term disability$38K1.3%
Life$30K1.0%
Other$30K1.0%
Long-term disability$13K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521358219
HRxV
$941K87.8%1184
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$82K7.6%13143
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$49K4.6%11151

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHRELIANCE STANDARD LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, CAREFIRST BLUECHOICE, INC.$11K$51K$62K86.2%1
AMWINSHUNT VALLEY, MDCAREFIRST BLUECHOICE, INC.$0$10K$10K13.8%1

History & trajectory

3 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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