Form 5500 · Employee benefit plan · NORTH BETHESDA, MD
COFORMA LLC
The filing calls this plan COFORMA LLC EMPLOYEE BENEFITS PLAN.
COFORMA LLC of NORTH BETHESDA, MD is a 159-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is THE BALDWIN GROUP MID-ATLANTIC, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 32-0547205 · plan 501 · plan year 2026, filed Jul 31, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 148 people.
Reported premium across the insured contracts is $2,333,110, with $57,901 in disclosed broker commissions — about 2.5% of premium.
The most recent policy period ended in January, and the plan year ends January 31. Group contracts typically renew on that annual cycle.
THE BALDWIN GROUP MID-ATLANTIC, LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 162 | Feb 1, 2026 | $307,894 | $57,901 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 148 | Feb 1, 2026 | $2,025,216 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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