Fundz
Fundz
Benefits Intelligence/Broker Directory/Virginia

The Potomac Grp LLC

Richmond, VA

The Potomac Grp LLC of Richmond, VA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $2,444 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$2,444
plan year 2024
Reported fees
$303

Quick answer

The Potomac Grp LLC (Richmond, VA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does The Potomac Grp LLC have?
The Potomac Grp LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are The Potomac Grp LLC's largest employer clients?
By plan participants, the largest include Virginia Physicians, Inc. (364 participants), Dp World Americas Ro, Inc. (180 participants) and Fleetmaster Express, Inc. (143 participants).
How much does The Potomac Grp LLC earn in commissions?
Insurers reported $2,444 in broker commissions and $303 in fees paid to The Potomac Grp LLC for plan year 2024, per Schedule A Part 1.
Where is The Potomac Grp LLC located?
The Potomac Grp LLC is based in Richmond, VA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Potomac Grp LLC 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
Virginia Physicians, Inc.VA3642024-12-31
Dp World Americas Ro, Inc.NC1802024-12-31
Fleetmaster Express, Inc.VA1432024-12-31

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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.