Benefits brokerage · 3 offices
CHOICE FINANCIAL GROUP LLC
CHOICE FINANCIAL GROUP LLC is named as the broker of record on 19 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| VIRGINIA BEACH | VA | 16 |
| FARGO | ND | 2 |
| RICHMOND | VA | 1 |
Book profile
CHOICE FINANCIAL GROUP LLC brokers 19 insured contracts for 15 employers, across 4 states, led by VA, ND, PA.
Health is the largest line (11 contracts), followed by dental (8), vision (8), life (7).
ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS writes the most contracts in the book (4, about 21%); ANTHEM HEALTH PLANS OF VIRGINIA, INC., ANTHEM LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 63% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 11 · dental 8 · vision 8 · life 7 · disability 5
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SMITH PACKETT MED-COM, LLC | ROANOKE, VA | VIRGINIA BEACH, VA | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | Apr 1FY2025 |
| REGULUS GROUP, LLC | WOODSTOCK, VA | VIRGINIA BEACH, VA | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | Oct 1FY2025 |
| IDEAGEN INC. | RESTON, VA | VIRGINIA BEACH, VA | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | Jan 1FY2024 |
| SMITH PACKETT MED-COM, LLC | ROANOKE, VA | VIRGINIA BEACH, VA | HEALTHKEEPERS, INC. | Apr 1FY2025 |
| TOLL BROS., INC. | FORT WASHINGTON, PA | VIRGINIA BEACH, VA | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | Jan 1FY2025 |
more employers in CHOICE FINANCIAL GROUP LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)