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Form 5500 · Employee benefit plan · VIENNA, VA

CLAREST

CLAREST of VIENNA, VA insures dental, vision, life, disability and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is CENTERSTONE INSURANCE & FINANCIAL. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-7807664 · plan 501 · as of Aug 2026

Participants
1,793
Carriers on file
5
Disclosed commissions
$256,609
Renewal month
December

Plan brief

Schedule A lists 5 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with THE GUARDIAN LIFE INSURANCE COMPANY, covers 1,809 people.

The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.

Reported premium across the insured contracts is $2,421,208, with $256,609 in disclosed broker commissions — about 11% 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.

CENTERSTONE INSURANCE & FINANCIAL is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
THE GUARDIAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability1,809December$1,158,640$148,068
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY491December$192,279$73,755
FIRST UNUM LIFE INSURANCE COMPANY418December$102,729$30,539
METROPOLITAN GENERAL INSURANCE COMPANY179December$28,314$4,247
SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)Stop-loss1,230December$939,246$0

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