Insights

PersonalizedService Opportunity to position Benefit Plan Strategies as a high-touch group benefits and retirement planning consultant for small to mid-sized businesses seeking tailored enrollment support and streamlined HR administration.

TechEnabledOps Leverage John Daly’s focus on enrollment technology tools and integrated tech solutions to offer scalable HR tech deployments, self-service enrollment, and vendor interoperability for clients looking to reduce administrative burden.

ExpansionPotential Recent expansion into Massachusetts suggests willingness to broaden geographic footprint; target similarly sized firms in New England and adjacent regions that may value localized, compliant group benefits and retirement planning services.

SmallFirmFocus With a small team and a premium on personal service, target emerging companies and startups in need of expert benefits design, executive plans, and retention solutions without large-scale support budgets.

CompetitivePosition Differentiate from large brokers by emphasizing specialized advisory capability, integration with technology partners, and a customizable, service-first approach to group insurance, retirement plans, and enrollment tooling.

Benefit Plan Strategies LLC Tech Stack

Benefit Plan Strategies LLC uses 8 technology products and services including Cloudflare, jQuery, ScrollReveal, and more. Explore Benefit Plan Strategies LLC's tech stack below.

  • Cloudflare
    Content Management System
  • jQuery
    Javascript Libraries
  • ScrollReveal
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Cloudflare Bot Management
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Benefit Plan Strategies LLC's Email Address Formats

Benefit Plan Strategies LLC uses at least 1 format(s):
Benefit Plan Strategies LLC Email FormatsExamplePercentage
FL@benefitplanstrategies.comJD@benefitplanstrategies.com
33%
FMLast@benefitplanstrategies.comJMDoe@benefitplanstrategies.com
34%
FirstLast@benefitplanstrategies.comJohnDoe@benefitplanstrategies.com
33%

Frequently Asked Questions

What is Benefit Plan Strategies LLC's phone number?

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You can contact Benefit Plan Strategies LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Benefit Plan Strategies LLC's official website and social media links?

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Benefit Plan Strategies LLC's official website is benefitplanstrategies.com and has social profiles on LinkedIn.

How much revenue does Benefit Plan Strategies LLC generate?

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As of July 2026, Benefit Plan Strategies LLC's annual revenue is estimated to be <$1M.

What is Benefit Plan Strategies LLC's SIC code NAICS code?

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Benefit Plan Strategies LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Benefit Plan Strategies LLC have currently?

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As of July 2026, Benefit Plan Strategies LLC has approximately 3 employees across 1 continents, including North America. Key team members include Account Manager: D. E.Licensed Consultant: J. L.Marketing Coordinator And Administrative Assistant: T. L.. Explore Benefit Plan Strategies LLC's employee directory with LeadIQ.

What industry does Benefit Plan Strategies LLC belong to?

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Benefit Plan Strategies LLC operates in the Insurance industry.

What technology does Benefit Plan Strategies LLC use?

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Benefit Plan Strategies LLC's tech stack includes CloudflarejQueryScrollRevealSWFObjectCloudflare Bot ManagementX-Content-Type-OptionsGoogle AnalyticsGoDaddy.

What is Benefit Plan Strategies LLC's email format?

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Benefit Plan Strategies LLC's email format typically follows the pattern of FL@benefitplanstrategies.com. Find more Benefit Plan Strategies LLC email formats with LeadIQ.

When was Benefit Plan Strategies LLC founded?

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Benefit Plan Strategies LLC was founded in 2015.
Benefit Plan Strategies LLC logo

Benefit Plan Strategies LLC

InsuranceMichigan, United States2-10 Employees

Benefit Plan Strategies LLC operates in the insurance sector, focusing on group benefit plans, retirement plans, and executive planning for employers. The firm emphasizes personal service and aims to relieve administrative burden for HR by integrating enrollment and other support needs with the broader benefits program. Based in Grosse Ile, Michigan, the company serves organizations seeking comprehensive employee benefits solutions and ongoing program management.

Founded and led by John Daly, a licensed attorney with decades of experience in the group benefits industry, the firm highlights a client-centered approach and collaboration with technology providers to streamline administration. The business has pursued geographic expansion, with a noted development involving increased footprint in Massachusetts, reflecting its aim to broaden service capabilities for employers across regions.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Benefit Plan Strategies LLC's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Benefit Plan Strategies LLC's revenue is estimated to be in the range of <$1M

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