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Sponsor portfolioWelfare / HealthEIN 54-2090768
M2 STRATEGY, INC.
854 CENTRILLION DRIVE · MCLEAN, VA 22102
7038225600
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$899K
No prior year
Persons covered
91
No prior year
Total participants
82
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $757K | 67.0% | |
| Life | $77K | 6.8% | |
| Short-term disability | $77K | 6.8% | |
| Long-term disability | $77K | 6.8% | |
| Other | $77K | 6.8% | |
| Dental | $56K | 5.0% | |
| Vision | $9K | 0.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $757K | 84.2% | 1 | 1 | 70 |
EIN 381082080 | LSTDLTDOth | $77K | 8.5% | 1 | 1 | 71 |
EIN 540844477 | D | $56K | 6.2% | 1 | 1 | 91 |
EIN 237089668 | V | $9K | 1.1% | 1 | 1 | 69 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | FAIRFAX, VA | VISION SERVICE PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF VIRGINIA | $15K | $33K | $48K | 98.3% | 1 |
| THE BUSINESS BENEFITS GROUP, INC. | FAIRFAX, VA | DELTA DENTAL OF VIRGINIA | $831 | $0 | $831 | 1.7% | 1 |
| EMPLOYEE NAVIGATOR, LLC | BETHESDA, MD | VISION SERVICE PLAN | $19 | $0 | $19 | 0.0% | 1 |
Policy details
Latest year, by plan