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Benefits broker of record · ROCKVILLE, MD

FINANCIAL BALANCE GROUP LLC

FINANCIAL BALANCE GROUP LLC of ROCKVILLE, MD is named as the broker of record on 25 insurance contracts in public Form 5500 Schedule A filings.

One of 8 offices of FINANCIAL BALANCE GROUP LLC.

Contracts brokered
25
Book size
under $10k
Office state
MD

25 contracts on file name FINANCIAL BALANCE GROUP LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

FINANCIAL BALANCE GROUP LLC brokers 25 insured contracts for 25 employers, across 8 states, led by MD, PA, SC.

Dental is the largest line (11 contracts), followed by disability (11), life (7), vision (6).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (25, about 100%).

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 28% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

dental 11 · disability 11 · life 7 · vision 6 · health 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
MARTEK GLOBAL SERVICES, INC.WASHINGTON, DCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJun 1FY2025
MBS HIGHWAY, LLCHOLMDEL, NJTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
INTERFAITH WORKS INC.ROCKVILLE, MDTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAOct 1FY2025
EASYKNOCK, INC.NEW YORK, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2023
I.B. ABEL, INC.YORK, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
Subscriber access
20

more employers in FINANCIAL BALANCE GROUP LLC's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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