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Plans

planCvp Retirement Savings PlanFinancial statementProvider compensation2023 filing
$51.1Mreported assets (EOY)
Sponsor: Customer Value Partners, LLCEIN: 01-0570597Plan: 001Participants: 915Assets: $51,120,737Location: Washington, DCLatest: 2023
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planCvp Group Welfare Benefits Plan2023 filing
Sponsor: Customer Value Partners, LLC.EIN: 01-0570597Plan: 502Participants: 428Assets: not reported in the loaded datasetLocation: Fairfax, VALatest: 2023
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planCvp Group Life/Ad&D/Ltd Plan2023 filing
Sponsor: Customer Value Partners, LLC.EIN: 01-0570597Plan: 503Participants: 580Assets: not reported in the loaded datasetLocation: Fairfax, VALatest: 2023
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