How many employer clients does Strategic Benefit Resources have?

Strategic Benefit Resources is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 13 states.

Who are Strategic Benefit Resources's largest employer clients?

By plan participants, the largest include Installed Building Products, LLC (8,586 participants), Yancey Bros. Co (2,876 participants) and Giorgio Foods, Inc. (2,556 participants).

How much does Strategic Benefit Resources earn in commissions?

Insurers reported $931,040 in broker commissions and $614,976 in fees paid to Strategic Benefit Resources for plan year 2025, per Schedule A Part 1.

Where is Strategic Benefit Resources located?

Strategic Benefit Resources is based in Atlanta, GA and has employer clients in 13 states.

Benefits Intelligence/Broker Directory/Georgia

Strategic Benefit Resources

Atlanta, GA

Strategic Benefit Resources of Atlanta, GA is the broker of record on 26 Form 5500 Schedule A filings covering 22 employer benefit plans across 13 states, with $931,040 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$931,040

plan year 2025

Reported fees

$614,976

Quick answer

Strategic Benefit Resources (Atlanta, GA) is the broker of record for 22 employer benefit plan sponsors on 26 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Strategic Benefit Resources have?: Strategic Benefit Resources is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 13 states.
Who are Strategic Benefit Resources's largest employer clients?: By plan participants, the largest include Installed Building Products, LLC (8,586 participants), Yancey Bros. Co (2,876 participants) and Giorgio Foods, Inc. (2,556 participants).
How much does Strategic Benefit Resources earn in commissions?: Insurers reported $931,040 in broker commissions and $614,976 in fees paid to Strategic Benefit Resources for plan year 2025, per Schedule A Part 1.
Where is Strategic Benefit Resources located?: Strategic Benefit Resources is based in Atlanta, GA and has employer clients in 13 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Strategic Benefit Resources 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
Installed Building Products, LLC	OH	8,586	2025-12-31
Yancey Bros. Co	GA	2,876	2025-12-31
Giorgio Foods, Inc.	PA	2,556	2025-12-31

19 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.