Beneficial Associates, Inc.
Forest, VA
Beneficial Associates, Inc. of Forest, VA is the broker of record on 20 Form 5500 Schedule A filings covering 14 employer benefit plans across 5 states, with $450,000 in reported broker commissions (plan year 2025).
Quick answer
Beneficial Associates, Inc. (Forest, VA) is the broker of record for 14 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Beneficial Associates, Inc. have?
- Beneficial Associates, Inc. is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 5 states.
- Who are Beneficial Associates, Inc.'s largest employer clients?
- By plan participants, the largest include Friendship Foundation (1,306 participants), Trio Healthcare Services (510 participants) and Face Amusement Group, LLC (377 participants).
- How much does Beneficial Associates, Inc. earn in commissions?
- Insurers reported $450,000 in broker commissions and $18,891 in fees paid to Beneficial Associates, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Beneficial Associates, Inc. located?
- Beneficial Associates, Inc. is based in Forest, VA and has employer clients in 5 states.
- How does Beneficial Associates, Inc. rank among benefits brokers in Virginia?
- Beneficial Associates, Inc. ranks #42 by employer clients among the 50 most active benefits brokers based in Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Beneficial Associates, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Friendship Foundation | VA | 1,306 | 2025-06-30 |
| Trio Healthcare Services | GA | 510 | 2025-12-31 |
| Face Amusement Group, LLC | TN | 377 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.