Strategic Benefits Group LLC
Morristown, NJ
Strategic Benefits Group LLC of Morristown, NJ is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $396,408 in reported broker commissions (plan year 2025).
Quick answer
Strategic Benefits Group LLC (Morristown, NJ) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Strategic Benefits Group LLC have?
- Strategic Benefits Group LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
- Who are Strategic Benefits Group LLC's largest employer clients?
- By plan participants, the largest include Vitaquest International LLC (693 participants), Perko, Inc. (223 participants) and B-Squared Medical, LLC (189 participants).
- How much does Strategic Benefits Group LLC earn in commissions?
- Insurers reported $396,408 in broker commissions and $80,936 in fees paid to Strategic Benefits Group LLC for plan year 2025, per Schedule A Part 1.
- Where is Strategic Benefits Group LLC located?
- Strategic Benefits Group LLC is based in Morristown, NJ and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Strategic Benefits 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 |
|---|---|---|---|
| Vitaquest International LLC | NJ | 693 | 2025-12-31 |
| Perko, Inc. | FL | 223 | 2025-07-31 |
| B-Squared Medical, LLC | VA | 189 | 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.