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Form 5500 · Employee benefit plan · VIRGINIA BEACH, VA

CHOICE FINANCIAL GROUP, LLC

Public Form 5500 records show how CHOICE FINANCIAL GROUP, LLC (VIRGINIA BEACH, VA) structures its employee benefits. Its broker of record is CHOICE FINANCIAL GROUP LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-1650902 · plan 501 · as of Jul 2026

Participants
242
Carriers on file
2
Disclosed commissions
$25,619
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability419September$25,619
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth192September$0

Questions

Who is CHOICE FINANCIAL GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CHOICE FINANCIAL GROUP, LLC's broker of record is CHOICE FINANCIAL GROUP LLC.

What insurance carrier does CHOICE FINANCIAL GROUP, LLC use?

CHOICE FINANCIAL GROUP, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does CHOICE FINANCIAL GROUP, LLC's group plan renew?

The most recent Schedule A policy period for CHOICE FINANCIAL GROUP, LLC ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CHOICE FINANCIAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.