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Sponsor portfolioWelfare / HealthEIN 52-2157082

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL

1100 HARVARD STREET NORTH WEST · WASHINGTON, DC 20009
2027974700
Plans filed
2
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
207
No prior year
Total participants
161
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$2.1M
CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL EMPLOYEE BENEFITS PLAN
Fully insured207 covered·3 carriers
Primary: CAREFIRST BLUECHOICE, INC.
Plan #503$132K
CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL INC. LIFE AND DISABILITY WELFARE BENEFIT PLAN
Fully insured175 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M23.2%
Dental$2.0M23.2%
Vision$2.0M23.2%
Prescription drug$2.0M23.2%
Other$153K1.8%
Life$148K1.7%
Short-term disability$148K1.7%
Long-term disability$148K1.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521358219
HRxDV
$2.0M92.8%11169
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$148K7.0%11207
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$5K0.2%1120

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FINANCIAL BENEFITS CONSULTING, LLCBETHESDA, MDCAREFIRST BLUECHOICE, INC., EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$23K$93K$117K74.3%1
AP BENEFIT ADVISORS, LLCHUNT VALLEY, MDCAREFIRST BLUECHOICE, INC.$0$28K$28K17.9%1
GIS BENEFITS INC—EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$8K$8K5.1%1
DANIEL LEROY, CFPFALLS CHURCH, VAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K1.3%1
EDDIE PETERSHAGERSTOWN, MDLEGALSHIELD$1K$0$1K0.7%1
DANIELLE THOMPSONWASHINGTON, DCEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$975$0$9750.6%1
CHRISTINE ROEBUCKLAKE MARY, FLLEGALSHIELD$26$0$260.0%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
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