How many employer clients does Employee Benefit Subject Matte have?

Employee Benefit Subject Matte is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 6 states.

Who are Employee Benefit Subject Matte's largest employer clients?

By plan participants, the largest include Forward Air, LLC (2,860 participants), Sterne, Kessler, Goldstein & Fox P.L.L.C. (476 participants) and Affiliated Sante Group (317 participants).

How much does Employee Benefit Subject Matte earn in commissions?

Insurers reported $24,958 in broker commissions and $79,321 in fees paid to Employee Benefit Subject Matte for plan year 2025, per Schedule A Part 1.

Where is Employee Benefit Subject Matte located?

Employee Benefit Subject Matte is based in Mount Airy, MD and has employer clients in 6 states.

Benefits Intelligence/Broker Directory/Maryland

Employee Benefit Subject Matte

Mount Airy, MD

Employee Benefit Subject Matte of Mount Airy, MD is the broker of record on 10 Form 5500 Schedule A filings covering 10 employer benefit plans across 6 states, with $24,958 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$24,958

plan year 2025

Reported fees

$79,321

Quick answer

Employee Benefit Subject Matte (Mount Airy, MD) is the broker of record for 10 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Employee Benefit Subject Matte have?: Employee Benefit Subject Matte is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 6 states.
Who are Employee Benefit Subject Matte's largest employer clients?: By plan participants, the largest include Forward Air, LLC (2,860 participants), Sterne, Kessler, Goldstein & Fox P.L.L.C. (476 participants) and Affiliated Sante Group (317 participants).
How much does Employee Benefit Subject Matte earn in commissions?: Insurers reported $24,958 in broker commissions and $79,321 in fees paid to Employee Benefit Subject Matte for plan year 2025, per Schedule A Part 1.
Where is Employee Benefit Subject Matte located?: Employee Benefit Subject Matte is based in Mount Airy, MD and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Employee Benefit Subject Matte 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
Forward Air, LLC	TX	2,860	2025-12-31
Sterne, Kessler, Goldstein & Fox P.L.L.C.	DC	476	2025-12-31
Affiliated Sante Group	MD	317	2025-12-31

7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.