Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

The Meltzer Group Inc

Bethesda, MD

The Meltzer Group Inc of Bethesda, MD is the broker of record on 577 Form 5500 Schedule A filings covering 363 employer benefit plans across 30 states, with $12,782,824 in reported broker commissions (plan year 2025).

Employer clients
363
distinct plan sponsors
Schedule A filings
577
States served
30
Reported commissions
$12,782,824
plan year 2025
Reported fees
$61,977,821

Quick answer

The Meltzer Group Inc (Bethesda, MD) is the broker of record for 363 employer benefit plan sponsors on 577 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Meltzer Group Inc have?
The Meltzer Group Inc is named as broker on Form 5500 Schedule A filings for 363 distinct plan sponsors in 30 states.
Who are The Meltzer Group Inc's largest employer clients?
By plan participants, the largest include The Business Council Of New York State, Inc. Insurance Fund (150,644 participants), Nfp Corp. (6,182 participants) and Kodiak Building Partners (5,782 participants).
How much does The Meltzer Group Inc earn in commissions?
Insurers reported $12.8 million in broker commissions and $62 million in fees paid to The Meltzer Group Inc for plan year 2025, per Schedule A Part 1.
Where is The Meltzer Group Inc located?
The Meltzer Group Inc is based in Bethesda, MD and has employer clients in 30 states.
How does The Meltzer Group Inc rank among benefits brokers in Maryland?
The Meltzer Group Inc ranks #3 by employer clients among the 50 most active benefits brokers based in Maryland.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Meltzer Group Inc 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
The Business Council Of New York State, Inc. Insurance FundNY150,6442025-12-31
Nfp Corp.NY6,1822025-12-31
Kodiak Building PartnersCO5,7822025-12-31
360 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.