How many employer clients does Benefit Strategy Partners LLC have?

Benefit Strategy Partners LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Benefit Strategy Partners LLC's largest employer clients?

By plan participants, the largest include Trilogy Financial Services, Inc. (163 participants).

How much does Benefit Strategy Partners LLC earn in commissions?

Insurers reported $9,260 in broker commissions paid to Benefit Strategy Partners LLC for plan year 2025, per Schedule A Part 1.

Where is Benefit Strategy Partners LLC located?

Benefit Strategy Partners LLC is based in Beverly, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Benefit Strategy Partners LLC

Beverly, MA

Benefit Strategy Partners LLC of Beverly, MA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $9,260 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$9,260

plan year 2025

Quick answer

Benefit Strategy Partners LLC (Beverly, MA) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefit Strategy Partners LLC have?: Benefit Strategy Partners LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Benefit Strategy Partners LLC's largest employer clients?: By plan participants, the largest include Trilogy Financial Services, Inc. (163 participants).
How much does Benefit Strategy Partners LLC earn in commissions?: Insurers reported $9,260 in broker commissions paid to Benefit Strategy Partners LLC for plan year 2025, per Schedule A Part 1.
Where is Benefit Strategy Partners LLC located?: Benefit Strategy Partners LLC is based in Beverly, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefit Strategy Partners 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
Trilogy Financial Services, Inc.	CA	163	2025-12-31

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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.