Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$757K
- Life$77K
- Short-term disability$77K
- Long-term disability$77K
- Other$77K
- Dental$56K
- +1 more
Filings through .
Sponsor portfolio
M2 Strategy, Inc.
EIN 54-2090768management consultingLatest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$899K premiums
Participants
205
854 CENTRILLION DR - MCLEAN, VA 22102703-304-8856m2strategy.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $899K premiums / 91 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
M2 STRATEGY, INC. 401K PLAN
401(k)
Assets$6.7M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
M2 STRATEGY WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$899K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | M2 STRATEGY, INC. 401K PLAN | 401(k) | $6.7M | 123 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | M2 STRATEGY WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $899K | 91 | 2025 |
Retirement plans
Welfare plans