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Sponsor portfolio

GLOBAL STRATEGY GROUP, LLC

EIN 20-0159660-public relations and communications-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$2.2M premiums
Participants
352
215 PARK AVENUE SOUTH, 15TH FLOOR - NEW YORK, NY 10003212-260-8813globalstrategygroup.comLinkedIn51-200 employeespublic relations and communications
Plans on this EIN
2 filings
#002401k-$19.1M - 206 part#502Fully Insured-$2.2M - 174 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Other$62K
  • Life$57K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • TELADOC0%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MERCER HEALTH AND BENEFITS, LLC57%
  • LOCKTON COMPANIES, LLC40%
  • PROFESSIONAL GROUP PLANS INC3%
Total $97K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GLOBAL STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$19.1M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GLOBAL STRATEGY GROUP, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GLOBAL STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$19.1M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GLOBAL STRATEGY GROUP, LLC EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.2M1742025
Retirement plans
Welfare plans
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