Mv Financial Group (Bethesda,Md)
Bethesda, MD
Mv Financial Group (Bethesda,Md) of Bethesda, MD is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $23,990 in reported broker commissions (plan year 2025).
Quick answer
Mv Financial Group (Bethesda,Md) (Bethesda, MD) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Mv Financial Group (Bethesda,Md) have?
- Mv Financial Group (Bethesda,Md) is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Mv Financial Group (Bethesda,Md)'s largest employer clients?
- By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants) and Boston Insurance Employee Benefit Trust - Dfe (49,304 participants).
- How much does Mv Financial Group (Bethesda,Md) earn in commissions?
- Insurers reported $23,990 in broker commissions paid to Mv Financial Group (Bethesda,Md) for plan year 2025, per Schedule A Part 1.
- Where is Mv Financial Group (Bethesda,Md) located?
- Mv Financial Group (Bethesda,Md) is based in Bethesda, MD.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Mv Financial Group (Bethesda,Md) 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 |
|---|---|---|---|
| Association Of Community Service Agents, Inc. | CT | 54,087 | 2025-12-31 |
| Boston Insurance Employee Benefit Trust - Dfe | CT | 49,304 | 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.