Fundz
Fundz
Benefits Intelligence/Broker Directory/Massachusetts

Strategic Non-Medical Solution

Boston, MA

Strategic Non-Medical Solution of Boston, MA is the broker of record on 232 Form 5500 Schedule A filings covering 208 employer benefit plans across 35 states, with $3,454,034 in reported broker commissions (plan year 2025).

Employer clients
208
distinct plan sponsors
Schedule A filings
232
States served
35
Reported commissions
$3,454,034
plan year 2025
Reported fees
$486,164

Quick answer

Strategic Non-Medical Solution (Boston, MA) is the broker of record for 208 employer benefit plan sponsors on 232 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Strategic Non-Medical Solution have?
Strategic Non-Medical Solution is named as broker on Form 5500 Schedule A filings for 208 distinct plan sponsors in 35 states.
Who are Strategic Non-Medical Solution's largest employer clients?
By plan participants, the largest include Southwest Airlines Co. (73,817 participants), Sysco Corporation (40,355 participants) and Baptist Healthcare System, Inc. (21,177 participants).
How much does Strategic Non-Medical Solution earn in commissions?
Insurers reported $3.5 million in broker commissions and $486,164 in fees paid to Strategic Non-Medical Solution for plan year 2025, per Schedule A Part 1.
Where is Strategic Non-Medical Solution located?
Strategic Non-Medical Solution is based in Boston, MA and has employer clients in 35 states.
How does Strategic Non-Medical Solution rank among benefits brokers in Massachusetts?
Strategic Non-Medical Solution ranks #6 by employer clients among the 50 most active benefits brokers based in Massachusetts.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Strategic Non-Medical Solution on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Southwest Airlines Co.TX73,8172025-12-31
Sysco CorporationTX40,3552025-12-31
Baptist Healthcare System, Inc.KY21,1772024-12-31
205 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.