Choice Financial Group LLC
Virginia Beach, VA
Choice Financial Group LLC of Virginia Beach, VA is the broker of record on 33 Form 5500 Schedule A filings covering 17 employer benefit plans across 5 states, with $846,657 in reported broker commissions (plan year 2025).
Quick answer
Choice Financial Group LLC (Virginia Beach, VA) is the broker of record for 17 employer benefit plan sponsors on 33 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Choice Financial Group LLC have?
- Choice Financial Group LLC is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 5 states.
- Who are Choice Financial Group LLC's largest employer clients?
- By plan participants, the largest include Toll Bros., Inc. (4,406 participants), Smith Packett Med-Com, LLC (984 participants) and Blue Ridge Bankshares, Inc. (478 participants).
- How much does Choice Financial Group LLC earn in commissions?
- Insurers reported $846,657 in broker commissions and $78,633 in fees paid to Choice Financial Group LLC for plan year 2025, per Schedule A Part 1.
- Where is Choice Financial Group LLC located?
- Choice Financial Group LLC is based in Virginia Beach, VA and has employer clients in 5 states.
- How does Choice Financial Group LLC rank among benefits brokers in Virginia?
- Choice Financial Group LLC ranks #36 by employer clients among the 50 most active benefits brokers based in Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Choice Financial Group LLC 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 |
|---|---|---|---|
| Toll Bros., Inc. | PA | 4,406 | 2025-12-31 |
| Smith Packett Med-Com, LLC | VA | 984 | 2025-03-31 |
| Blue Ridge Bankshares, Inc. | VA | 478 | 2024-12-31 |
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Other benefits brokers in Virginia
- Usi Insurance Services LLC: 5,292 employer clients, $422,436,279 reported commissions (Virginia Beach)
- James A Scott & Son Inc: 276 employer clients, $16,248,263 reported commissions (Lynchburg)
- The Baldwin Group Mid-Atlantic, LLC: 226 employer clients, $10,882,153 reported commissions (Leesburg)
- Usi Southwest Inc: 185 employer clients, $13,572,992 reported commissions (Virginia Beach)
- Armfield Harrison & Thomas: 114 employer clients, $2,485,330 reported commissions (Leesburg)
- Kibble & Prentice Holding Company: 96 employer clients, $2,457,483 reported commissions (Virginia Beach)
- Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
- Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)
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.