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Sponsor portfolioWelfare / HealthEIN 52-2080072

CONFERENCE OF STATE BANK SUPERVISORS

1300 I STREET NW · WASHINGTON, DC 20005
2027285740
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
368
No prior year
Total participants
177
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.7M
CONFERENCE OF STATE BANK SUPERVISORS WELFARE BENEFIT PLAN
Fully insured368 covered·4 carriers
Primary: CAREFIRST BLUECHOICE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M30.3%
Dental$3.4M30.3%
Prescription drug$3.4M30.3%
Other$270K2.4%
Life$237K2.1%
Short-term disability$237K2.1%
Long-term disability$237K2.1%
Vision$21K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521358219
HRxD
$3.4M92.1%11368
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$237K6.4%11170
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$34K0.9%11104
VISION SERVICE PLAN
EIN 061227840
V
$21K0.6%11118

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, CAREFIRST BLUECHOICE, INC., VISION SERVICE PLAN$46K$127K$173K91.1%1
POTOMAC BASIN GROUP ASSOC LLCBELTSVILLE, MDCAREFIRST BLUECHOICE, INC.$0$13K$13K7.1%1
THE NATOVITZ GROUP INCCOLUMBIA, MDUNUM LIFE INSURANCE COMPANY OF AMERICA$3K$0$3K1.8%1

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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