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Sponsor portfolioWelfare / HealthEIN 43-2012065

BOGART ASSOCIATES OF NORTHERN VA, LLC

1768 BUSINESS CENTER DRIVE · RESTON, VA 20190
7033476640
Plans filed
1
Years active
2020–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$296K
No prior year
Persons covered
212
No prior year
Total participants
201
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$296K
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC HEALTH AND WELFARE PLAN
Mixed212 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$122K38.0%
Short-term disability$56K17.3%
Other$51K15.9%
Long-term disability$48K14.9%
Life$27K8.2%
Vision$19K5.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLSTDLTDOth
$287K97.0%18212
BENEFLEX DBA CLARITY BENEFIT SOLUTIONS
EIN 223205534
Oth
$9K3.0%1187

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CAPITAL GROUP BENEFITS LLCGAINESVILLE, VAUNITED OF OMAHA LIFE INSURANCE COMPANY, CLARITY BENEFIT SOLUTIONS, MUTUAL OF OMAHA INSURANCE COMPANY$37K$709$37K57.3%1
MCGRIFF INSURANCE SERVICES INCCOLUMBIA, MDUNITED OF OMAHA LIFE INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY$0$18K$18K28.3%1
GIS BENEFITS INCMORRIS, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$9K$9K14.4%1

History & trajectory

6 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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