Form 5500 · Employee benefit plan · WASHINGTON, DC
CERTIFIED FINANCIAL PLANNER BOARD
CERTIFIED FINANCIAL PLANNER BOARD of WASHINGTON, DC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through CAREFIRST BLUECHOICE, INC. and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2385850 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with CAREFIRST BLUECHOICE, INC., covers 193 people.
Reported premium across the insured contracts is $1,907,795, with $23,695 in disclosed broker commissions — about 1.2% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 5 of the 7 contracts; the rest name a different broker or none.
5 carriers appear on the filing — CAREFIRST BLUECHOICE, INC., AETNA LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY and CONTINENTAL AMERICAN INSURANCE COMPANY among them — with CAREFIRST BLUECHOICE, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Dental | 216 | June | $83,170 | $7,598 |
| STANDARD INSURANCE COMPANY | Disability | 123 | June | $52,931 | $5,295 |
| STANDARD INSURANCE COMPANY | Life | 123 | June | $54,034 | $3,852 |
| STANDARD INSURANCE COMPANY | — | 123 | June | $44,492 | $3,426 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 125 | June | $18,521 | $2,777 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 229 | June | $13,690 | $747 |
| CAREFIRST BLUECHOICE, INC. | Health | 193 | June | $1,640,957 | $0 |
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