Form 5500 · Employee benefit plan · LEESBURG, VA
CASE CONSULTING LLC
CASE CONSULTING LLC of LEESBURG, VA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is UNITED PRODUCERS GROUP LLC. Coverage is written through ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-6553138 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, covers 97 people.
Reported premium across the insured contracts is $2,241,533, with $52,810 in disclosed broker commissions — about 2.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
UNITED PRODUCERS GROUP LLC is the broker of record on all 6 contracts.
3 carriers appear on the filing — ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, SUN LIFE ASSURANCE COMPANY OF CANADA and UNITED OF OMAHA LIFE INSURANCE COMPANY — with ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision | 98 | December | $159,898 | $21,160 |
| ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | Health | 97 | December | $1,900,920 | $18,477 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 115 | December | $65,009 | $6,501 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 117 | December | $42,390 | $4,239 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 52 | December | $24,325 | $2,433 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 114 | December | $48,991 | $0 |
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