Form 5500 · Employee benefit plan · MCLEAN, VA
M2 STRATEGY, INC.
Public Form 5500 records show how M2 STRATEGY, INC. of MCLEAN, VA, a professional services employer, structures its employee benefits. Its broker of record is PATRIOT GROWTH INSURANCE SVCS., LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-2090768 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 70 people.
Reported premium across the insured contracts is $899,278, with $16,062 in disclosed broker commissions — about 1.8% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
PATRIOT GROWTH INSURANCE SVCS., LLC is the broker of record on all 4 contracts.
4 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF VIRGINIA and VISION SERVICE PLAN — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 71 | August | $76,843 | $10,972 |
| DELTA DENTAL OF VIRGINIA | Dental | 91 | August | $56,044 | $4,349 |
| VISION SERVICE PLAN | Vision | 69 | August | $9,448 | $741 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 70 | August | $756,943 | $0 |
More employer plans in Virginia — largest plans, brokers, carriers and renewal months.