Transition Finance Strategies, LLC
Charlottesville, VA
Transition Finance Strategies, LLC of Charlottesville, VA is the broker of record on 33 Form 5500 Schedule A filings covering 23 employer benefit plans across 15 states, with $27,562 in reported broker commissions (plan year 2025).
Quick answer
Transition Finance Strategies, LLC (Charlottesville, VA) is the broker of record for 23 employer benefit plan sponsors on 33 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Transition Finance Strategies, LLC have?
- Transition Finance Strategies, LLC is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 15 states.
- Who are Transition Finance Strategies, LLC's largest employer clients?
- By plan participants, the largest include St. Joseph Holdings, LLC (1,569 participants), Epsilon Systems Solutions, Inc. (944 participants) and Lone Star National Bancshares-Texas, Inc (634 participants).
- How much does Transition Finance Strategies, LLC earn in commissions?
- Insurers reported $27,562 in broker commissions and $161,833 in fees paid to Transition Finance Strategies, LLC for plan year 2025, per Schedule A Part 1.
- Where is Transition Finance Strategies, LLC located?
- Transition Finance Strategies, LLC is based in Charlottesville, VA and has employer clients in 15 states.
- How does Transition Finance Strategies, LLC rank among benefits brokers in Virginia?
- Transition Finance Strategies, LLC ranks #26 by employer clients among the 50 most active benefits brokers based in Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Transition Finance Strategies, 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 |
|---|---|---|---|
| St. Joseph Holdings, LLC | LA | 1,569 | 2025-12-31 |
| Epsilon Systems Solutions, Inc. | CA | 944 | 2025-12-31 |
| Lone Star National Bancshares-Texas, Inc | TX | 634 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Virginia
- Usi Insurance Services LLC: 5,292 employer clients, $422,436,279 reported commissions (Virginia Beach)
- James A Scott & Son Inc: 276 employer clients, $16,248,263 reported commissions (Lynchburg)
- The Baldwin Group Mid-Atlantic, LLC: 226 employer clients, $10,882,153 reported commissions (Leesburg)
- Usi Southwest Inc: 185 employer clients, $13,572,992 reported commissions (Virginia Beach)
- Armfield Harrison & Thomas: 114 employer clients, $2,485,330 reported commissions (Leesburg)
- Kibble & Prentice Holding Company: 96 employer clients, $2,457,483 reported commissions (Virginia Beach)
- Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
- Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)
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.