Strategic Group Benefits LLC
Bethesda, MD
Strategic Group Benefits LLC of Bethesda, MD is the broker of record on 9 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $144,848 in reported broker commissions (plan year 2025).
Quick answer
Strategic Group Benefits LLC (Bethesda, MD) is the broker of record for 4 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Strategic Group Benefits LLC have?
- Strategic Group Benefits LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
- Who are Strategic Group Benefits LLC's largest employer clients?
- By plan participants, the largest include Team Velocity Marketing, LLC (320 participants), Mori Associates, Inc. (246 participants) and Cato Institute (211 participants).
- How much does Strategic Group Benefits LLC earn in commissions?
- Insurers reported $144,848 in broker commissions and $278,050 in fees paid to Strategic Group Benefits LLC for plan year 2025, per Schedule A Part 1.
- Where is Strategic Group Benefits LLC located?
- Strategic Group Benefits LLC is based in Bethesda, MD and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Strategic Group Benefits 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 |
|---|---|---|---|
| Team Velocity Marketing, LLC | VA | 320 | 2022-03-31 |
| Mori Associates, Inc. | MD | 246 | 2025-12-31 |
| Cato Institute | DC | 211 | 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.