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Sponsor portfolioWelfare / HealthEIN 74-2385850
CERTIFIED FINANCIAL PLANNER BOARD
1425 K ST NW · WASHINGTON, DC 20005
2023792200
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
229
No prior year
Total participants
125
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 46.2% | |
| Prescription drug | $1.6M | 46.2% | |
| Dental | $83K | 2.3% | |
| Life | $54K | 1.5% | |
| Long-term disability | $53K | 1.5% | |
| Short-term disability | $44K | 1.3% | |
| Other | $19K | 0.5% | |
| Vision | $14K | 0.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521358219 | HRx | $1.6M | 86.0% | 1 | 1 | 193 |
EIN 930242990 | LSTDLTD | $151K | 7.9% | 1 | 3 | 123 |
EIN 066033492 | D | $83K | 4.4% | 1 | 1 | 216 |
EIN 570514130 | Oth | $19K | 1.0% | 1 | 1 | 125 |
EIN 135581829 | V | $14K | 0.7% | 1 | 1 | 229 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | METROPOLITAN LIFE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, CAREFIRST BLUECHOICE, INC. | $24K | $70K | $94K | 91.8% | 1 |
| EMPLOYEE BENEFITS CORP OF AMERICA | MCLEAN, VA | CAREFIRST BLUECHOICE, INC. | $0 | $8K | $8K | 8.2% | 1 |
Policy details
Latest year, by plan