Strategic Benefits
Loveland, FL
Strategic Benefits of Loveland, FL is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $291,331 in reported broker commissions (plan year 2025).
Quick answer
Strategic Benefits (Loveland, FL) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Strategic Benefits have?
- Strategic Benefits is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
- Who are Strategic Benefits's largest employer clients?
- By plan participants, the largest include El Dorado Furniture Corporation (350 participants), Easter Seals Tristate, LLC (330 participants) and Perko, Inc. (223 participants).
- How much does Strategic Benefits earn in commissions?
- Insurers reported $291,331 in broker commissions and $89,299 in fees paid to Strategic Benefits for plan year 2025, per Schedule A Part 1.
- Where is Strategic Benefits located?
- Strategic Benefits is based in Loveland, FL and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Strategic Benefits 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 |
|---|---|---|---|
| El Dorado Furniture Corporation | FL | 350 | 2025-12-31 |
| Easter Seals Tristate, LLC | OH | 330 | 2024-12-31 |
| Perko, Inc. | FL | 223 | 2025-07-31 |
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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.