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Benefits brokerage · 3 offices

STRATEGIC BENEFITS GROUP

STRATEGIC BENEFITS GROUP is named as the broker of record on 9 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
9
Carriers
5

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.

CityStateContracts
MORRISTOWNNJ6
ROSELANDNJ2
PEMBROKE PINESFL1

Book profile

STRATEGIC BENEFITS GROUP brokers 9 insured contracts for 4 employers, across 3 states, led by NJ, VA, FL.

Life is the largest line (4 contracts), followed by health (2), disability (2), dental (1).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 33%); AETNA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT follow.

Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 4 · health 2 · disability 2 · dental 1 · vision 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
VITAQUEST INTERNATIONAL LLCWEST CALDWELL, NJROSELAND, NJAETNA LIFE INSURANCE COMPANYJan 1FY2025
VITAQUEST INTERNATIONAL LLCWEST CALDWELL, NJMORRISTOWN, NJMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
PERKO, INC.MIAMI, FLPEMBROKE PINES, FLTHE HARTFORD GROUP BENEFITS DIVISIONJul 1FY2025
B-SQUARED MEDICAL, LLCNEWPORT NEWS, VAMORRISTOWN, NJHARTFORD LIFE AND ACCIDENTNov 1FY2025
VITAQUEST INTERNATIONAL LLCWEST CALDWELL, NJROSELAND, NJAETNA LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
1

more employer in STRATEGIC BENEFITS GROUP'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)