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Form 5500 · Employee benefit plan · FAIRFAX, VA

CUSTOMER VALUE PARTNERS, LLC.

CUSTOMER VALUE PARTNERS, LLC. of FAIRFAX, VA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA 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 01-0570597 · plan 503 · as of Jul 2026

Participants
539
Carriers on file
5
Disclosed commissions
$29,282
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife173December$12,477
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability311December$10,265
UNUM INSURANCE COMPANY96December$2,712
UNUM INSURANCE COMPANY121December$2,591
UNUM INSURANCE COMPANY56December$1,237

Questions

Who is CUSTOMER VALUE PARTNERS, LLC.'s benefits broker?

Per its most recent Form 5500 Schedule A, CUSTOMER VALUE PARTNERS, LLC.'s broker of record is DIGITAL INSURANCE LLC.

What insurance carrier does CUSTOMER VALUE PARTNERS, LLC. use?

CUSTOMER VALUE PARTNERS, LLC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.

When does CUSTOMER VALUE PARTNERS, LLC.'s group plan renew?

The most recent Schedule A policy period for CUSTOMER VALUE PARTNERS, LLC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CUSTOMER VALUE PARTNERS, LLC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.