PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. GLOBAL STRATEGY GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-0159660

GLOBAL STRATEGY GROUP, LLC

215 PARK AVENUE SOUTH, 15TH FLOOR · NEW YORK, NY 10003
2122608813
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
174
No prior year
Total participants
146
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$2.2M
GLOBAL STRATEGY GROUP, LLC EMPLOYEE BENEFITS PLAN
Fully insured174 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M24.3%
Dental$2.2M24.3%
Vision$2.2M24.3%
Prescription drug$2.2M24.3%
Other$62K0.7%
Life$57K0.6%
Short-term disability$57K0.6%
Long-term disability$57K0.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$2.2M97.2%11174
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$57K2.6%11151
TELADOC
EIN 043705970
Oth
$5K0.2%11131

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY$55K$628$56K57.4%1
LOCKTON COMPANIES, LLCNEW YORK, NYMETROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY$39K$265$39K39.9%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYMETROPOLITAN LIFE INSURANCE COMPANY$3K$10$3K2.7%1

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica