Plan Ledger DOL Form 5500 · updated monthly

Close Up Foundationbenefits

Close Up Foundation Welfare Benefits Plan · ALEXANDRIA, VA · plan year 2025

Broker compensation reported · 2025
$71,358

Close Up Foundation's benefits plans covered 107 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $71,358 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $667 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 27% from $56,232 in 2024.

Insurance contracts · 20255
CAREFIRST BLUECHOICE, INC. · health drug visionpremiums n/a · 84 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 151 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 143 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 82 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 83 covered
Brokers & agents paid · 20252
CBIZ BENEFITS & INSURANCE SERVICES$61,507 · incl $50,925 fees
AMWINS CONNECT ADMINISTRATORS INC.$9,851 · incl $9,851 fees
Also brokered by Cbiz5
Shl Pharma LLC FL$477,103
V2X Inc. CO$439,040
Polsinelli MO$317,662

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 237122882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.