Potomac Basin Group Assoc LLC
Beltsville, MD
Potomac Basin Group Assoc LLC of Beltsville, MD is the broker of record on 103 Form 5500 Schedule A filings covering 75 employer benefit plans across 6 states, with $43,067 in reported broker commissions (plan year 2025).
Quick answer
Potomac Basin Group Assoc LLC (Beltsville, MD) is the broker of record for 75 employer benefit plan sponsors on 103 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Potomac Basin Group Assoc LLC have?
- Potomac Basin Group Assoc LLC is named as broker on Form 5500 Schedule A filings for 75 distinct plan sponsors in 6 states.
- Who are Potomac Basin Group Assoc LLC's largest employer clients?
- By plan participants, the largest include Keller Management Services, LLC (2,558 participants), Window Nation, LLC (1,473 participants) and Alpha Omega Integration, LLC (524 participants).
- How much does Potomac Basin Group Assoc LLC earn in commissions?
- Insurers reported $43,067 in broker commissions and $2.1 million in fees paid to Potomac Basin Group Assoc LLC for plan year 2025, per Schedule A Part 1.
- Where is Potomac Basin Group Assoc LLC located?
- Potomac Basin Group Assoc LLC is based in Beltsville, MD and has employer clients in 6 states.
- How does Potomac Basin Group Assoc LLC rank among benefits brokers in Maryland?
- Potomac Basin Group Assoc LLC ranks #11 by employer clients among the 50 most active benefits brokers based in Maryland.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Potomac Basin Group Assoc 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 |
|---|---|---|---|
| Keller Management Services, LLC | MD | 2,558 | 2025-12-31 |
| Window Nation, LLC | MD | 1,473 | 2024-12-31 |
| Alpha Omega Integration, LLC | VA | 524 | 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.