Benefits brokerage · 8 offices
FINANCIAL BALANCE GROUP LLC
FINANCIAL BALANCE GROUP LLC is named as the broker of record on 50 insurance contracts across its 8 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 |
|---|---|---|
| ROCKVILLE | MD | 25 |
| No city on file | — | 17 |
| FAIRFAX | VA | 2 |
| MELBOURNE | FL | 2 |
| HUNT VALLEY | MD | 1 |
| JESSUP | MD | 1 |
| VIENNA | VA | 1 |
| WASHINGTON | DC | 1 |
Book profile
FINANCIAL BALANCE GROUP LLC brokers 50 insured contracts for 50 employers, across 10 states, led by MD, VA, PA.
Dental is the largest line (24 contracts), followed by disability (23), life (19), vision (16).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (50, about 100%).
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 32% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 24 · disability 23 · life 19 · vision 16 · health 3
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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- F
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| BART & ASSOCIATES, LLC | MCLEAN, VA | No city on file | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| GUNNISON CONSULTING GROUP, INC. | MCLEAN, VA | FAIRFAX, VA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| KMS SOLUTIONS, LLC | MELBOURNE, FL | MELBOURNE, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
| KMS SOLUTIONS, LLC | MELBOURNE, FL | MELBOURNE, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
| COMMUNITIES IN SCHOOLS NATIONAL OFFICE | ARLINGTON, VA | No city on file | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in FINANCIAL BALANCE 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 year 2025 on this page)