The Strategic Group Inc
Lutz, FL
The Strategic Group Inc of Lutz, FL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $165,478 in reported broker commissions (plan year 2024).
Quick answer
The Strategic Group Inc (Lutz, FL) 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 Strategic Group Inc have?
- The Strategic Group Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are The Strategic Group Inc's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants) and Homes By Westbay, LLC (269 participants).
- How much does The Strategic Group Inc earn in commissions?
- Insurers reported $165,478 in broker commissions paid to The Strategic Group Inc for plan year 2024, per Schedule A Part 1.
- Where is The Strategic Group Inc located?
- The Strategic Group Inc is based in Lutz, FL and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Strategic Group Inc 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Homes By Westbay, LLC | FL | 269 | 2024-12-31 |
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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.