Strategic Employee Benefit
Newport Beach, CA
Strategic Employee Benefit of Newport Beach, CA is the broker of record on 33 Form 5500 Schedule A filings covering 20 employer benefit plans across 13 states, with $328,344 in reported broker commissions (plan year 2022).
Employer clients
Plan sponsors naming Strategic Employee Benefit 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 |
|---|---|---|---|
| Smart It Staffing, Inc. | IN | 396 | 2015-12-31 |
| Central Medical Plan | OH | 365 | 2014-12-31 |
| Grand Rapids Medical Education & Research Ctr | MI | 357 | 2011-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
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.