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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
Plan #501$899K
M2 STRATEGY WELFARE BENEFIT PLAN
Fully insured91 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$757K67.0%
Life$77K6.8%
Short-term disability$77K6.8%
Long-term disability$77K6.8%
Other$77K6.8%
Dental$56K5.0%
Vision$9K0.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$757K84.2%1170
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$77K8.5%1171
DELTA DENTAL OF CALIFORNIA
EIN 540844477
D
$56K6.2%1191
VISION SERVICE PLAN
EIN 237089668
V
$9K1.1%1169

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESFAIRFAX, VAVISION SERVICE PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF VIRGINIA$15K$33K$48K98.3%1
THE BUSINESS BENEFITS GROUP, INC.FAIRFAX, VADELTA DENTAL OF VIRGINIA$831$0$8311.7%1
EMPLOYEE NAVIGATOR, LLCBETHESDA, MDVISION SERVICE PLAN$19$0$190.0%1

Policy details

Latest year, by plan
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