Financial Balance Group LLC
Rockville, MD
Financial Balance Group LLC of Rockville, MD is the broker of record on 56 Form 5500 Schedule A filings covering 43 employer benefit plans across 10 states, with $8,997 in reported broker commissions (plan year 2025).
Quick answer
Financial Balance Group LLC (Rockville, MD) is the broker of record for 43 employer benefit plan sponsors on 56 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Financial Balance Group LLC have?
- Financial Balance Group LLC is named as broker on Form 5500 Schedule A filings for 43 distinct plan sponsors in 10 states.
- Who are Financial Balance Group LLC's largest employer clients?
- By plan participants, the largest include Marwin Holdco, Inc. Dba The Marwin Company, Inc. (777 participants), Library Systems & Services, LLC (613 participants) and Reeds Jewelers, Inc. (602 participants).
- How much does Financial Balance Group LLC earn in commissions?
- Insurers reported $8,997 in broker commissions and $124 in fees paid to Financial Balance Group LLC for plan year 2025, per Schedule A Part 1.
- Where is Financial Balance Group LLC located?
- Financial Balance Group LLC is based in Rockville, MD and has employer clients in 10 states.
- How does Financial Balance Group LLC rank among benefits brokers in Maryland?
- Financial Balance Group LLC ranks #16 by employer clients among the 50 most active benefits brokers based in Maryland.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Financial Balance 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 |
|---|---|---|---|
| Marwin Holdco, Inc. Dba The Marwin Company, Inc. | SC | 777 | 2025-12-31 |
| Library Systems & Services, LLC | MD | 613 | 2025-12-31 |
| Reeds Jewelers, Inc. | NC | 602 | 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.