Benefits broker of record
POTOMAC BASIN GROUP ASSOC
POTOMAC BASIN GROUP ASSOC is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of POTOMAC BASIN GROUP ASSOC LLC.
Book profile
POTOMAC BASIN GROUP ASSOC brokers 2 insured contracts for 2 employers, across 2 states, led by DC, VA.
Health is the largest line (2 contracts), followed by dental (1), vision (1).
CAREFIRST BLUECHOICE, INC. writes the most contracts in the book (1, about 50%); CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 2 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PRICE BENOWITZ LLP | WASHINGTON, DC | CAREFIRST BLUECHOICE, INC. | Jan 1FY2025 |
| INTEGRITY HOME MORTGAGE CORPORATION | WINCHESTER, VA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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