Form 5500 · Employee benefit plan · CHARLOTTESVILLE, VA
TRANSITION FINANCE STRATEGIES, LLC
Public Form 5500 records show how TRANSITION FINANCE STRATEGIES, LLC (CHARLOTTESVILLE, VA) structures its employee benefits. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through ANTHEM HEALTH PLANS OF VIRGINIA, INC. and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-4238973 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA, INC. | Health, Dental, Vision | 270 | December | $38,972 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 223 | December | $36,549 |
Questions
Who is TRANSITION FINANCE STRATEGIES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, TRANSITION FINANCE STRATEGIES, LLC's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does TRANSITION FINANCE STRATEGIES, LLC use?
TRANSITION FINANCE STRATEGIES, LLC's benefit plan is written through ANTHEM HEALTH PLANS OF VIRGINIA, INC., among 2 disclosed carriers.
When does TRANSITION FINANCE STRATEGIES, LLC's group plan renew?
The most recent Schedule A policy period for TRANSITION FINANCE STRATEGIES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRANSITION FINANCE STRATEGIES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.