Potomac Basin Group Association
Bethesda, MD
Potomac Basin Group Association of Bethesda, MD is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $98,360 in reported broker commissions (plan year 2025).
Quick answer
Potomac Basin Group Association (Bethesda, MD) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Potomac Basin Group Association have?
- Potomac Basin Group Association is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
- Who are Potomac Basin Group Association's largest employer clients?
- By plan participants, the largest include Amherst College Trustees (1,300 participants), Phillips Programs (298 participants) and Cinq Connect LLC (125 participants).
- How much does Potomac Basin Group Association earn in commissions?
- Insurers reported $98,360 in broker commissions and $29,720 in fees paid to Potomac Basin Group Association for plan year 2025, per Schedule A Part 1.
- Where is Potomac Basin Group Association located?
- Potomac Basin Group Association is based in Bethesda, MD and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Potomac Basin Group Association 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 |
|---|---|---|---|
| Amherst College Trustees | MA | 1,300 | 2025-06-30 |
| Phillips Programs | VA | 298 | 2024-12-31 |
| Cinq Connect LLC | DC | 125 | 2026-03-31 |
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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.