PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE BOARD OF TRUSTEES OF THE CATHOLIC CHARITIES USA EMPLOYEE WELFARE B

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 45-6491273

THE BOARD OF TRUSTEES OF THE CATHOLIC CHARITIES USA EMPLOYEE WELFARE B

2050 BALLENGER AVENUE · ALEXANDRIA, VA 22314
7035491390
Plans filed
1
Years active
2015–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$2.6M
No prior year
Persons covered
2,502
No prior year
Total participants
2,789
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.6M
CATHOLIC CHARITIES USA AND PARTICIPATING EMPLOYERS MASTER WELFARE BENEFIT PLAN
Mixed2,502 covered·3 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$2.3M91.0%
Vision$233K9.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
SL
$2.3M91.0%112,502
VISION SERVICE PLAN
EIN 237089668
V
$233K9.0%112,392
RXBENEFITS, INC.
EIN 631157085
$00.0%111,977

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CFA LLCBALTIMORE, MDSYMETRA LIFE INSURANCE COMPANY$0$106K$106K99.9%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAVISION SERVICE PLAN$85$0$850.1%1

History & trajectory

10 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
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