ABD INS. AND FINANCIAL SVCS., INC.broker
Benefits brokerage · plan year 2024 · page 1
Reported compensation · 2024
$33.8M
ABD INS. AND FINANCIAL SVCS., INC. was paid $33,807,921 in commissions and fees across 265 employer benefit plans in 2024, as reported on Schedule A ($5,189,828 of it as fees rather than commissions).
Client movement · 2023 → 2024
Gained 58 client planslost 59
won Cytel Inc.
won Imvu, Inc.
won Smartsheet, Inc.
lost Verifone, Inc.
lost Sumup, Inc
lost Ygrene Energy Fund
lost Metricstream, Inc.
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.
Client plans · 2024265
Alteryx, Inc. CA$922,341
Twist Bioscience Corporation CA$763,769
California Closets Holding AZ$669,885
Altern Marketing, LLC CA$615,720
Medallia, Inc. CA$555,956
Woven by Toyota, U.S., Inc. CA$551,366
Meridianlink, Inc. CA$528,308
Meridianlink, Inc. CA$528,308
Dialpad, Inc. CA$513,512
Shield Ai, Inc. CA$479,389
Paradigm Acquisition Corporation CA$451,677
Caredx, Inc. CA$440,387
Planet Labs Pbc CA$436,352
Bay Equity, LLC CA$430,876
Meltwater News US Inc. CA$423,598
Plaid, Inc. CA$422,358
Mercury Insurance Services, LLC CA$408,227
Vectra Ai, Inc CA$379,387
Concertai, LLC PA$371,173
Smartsheet, Inc. WA$354,008
Tsmc Arizona Corporation AZ$325,080
Sila Nanotechnologies, Inc. CA$314,888
Del Grande Dealer Group CA$309,709
Topbloc, LLC IL$303,238
Scribd, Inc. CA$296,201
Braze, Inc. NY$283,620
Exelixis, Inc. CA$275,538
Bloomreach, Inc. CA$274,359
E.L.F. Cosmetics, Inc. CA$273,157
Picarro, Inc. CA$266,220
Openly LLC MA$264,060
Sage Oak Charter Schools CA$258,183
Ojai Valley Inn and Spa CA$256,473
Fm Industries, Inc. CA$239,784
Astranis Space Technologies Corp. CA$236,382
Madison Creek Partners, LLC CA$235,637
Point Digital Finance, Inc. CA$231,770
Pgh Wong Engineering, Inc. CA$230,960
Kiavi, Inc. PA$221,878
Circle Internet Services, Inc. CA$221,130
Plenty Unlimited Inc. WY$220,939
Unity Technologies Sf CA$212,120
Dry Creek Rancheria Band of Pomo Indians CA$210,659
Miltenyi Biotec North America, Inc. MD$204,676
Personalis Inc CA$201,786
Car Sound Exhaust System, Inc. CA$201,677
Snaplogic, Inc. CA$200,061
Caminar CA$198,347
Vaxcyte, Inc. CA$194,574
Barracuda Networks, Inc. CA$190,034
Ncontracts, LLC CA$189,657
Centric Software, Inc. CA$187,214
Xad, Inc. NY$186,845
Swinerton Incorporated and Affiliates CA$183,052
Homexpress Mortgage Corp. CA$181,697
Orthofi, Inc. CO$181,429
Commercial Real Estate Exchange, Inc. CA$181,391
Medable, Inc. CA$180,279
Advanced Systems Group, LLC CA$177,831
Upside Foods, Inc. CA$175,731
Aravo Solutions Inc CA$175,131
Pagaya Technologies US LLC NY$174,498
Opus One Winery LLC CA$173,683
Alcal Industries, Inc. CA$171,894
Pure Wafer, Inc. AZ$171,072
Confluent Medical Technologies, Inc. AZ$169,758
Rivergate Kw Management, LLC FL$169,727
Eagle Eye Networks, Inc. TX$169,399
Aura Sub LLC MA$167,318
Viz Media, LLC CA$166,857
Hello Heart, Inc. CA$166,434
Alliance Medical Products, Inc. CA$166,074
Mobilityware CA$166,027
Nio USA, Inc. CA$165,005
Cargurus, Inc. MA$164,546
Shopify (USA), Inc. NY$155,635
Think Together CA$154,418
Evidation Health, Inc. CA$152,848
Vera Whole Health WA$149,025
Thredup, Inc. CA$148,505
Trayer Engineering Corporation CA$144,397
Specialized Bicycle Components CA$144,169
Sentinelone Inc. CA$141,931
Cliffwater LLC CA$141,708
Thistle Health Inc. CA$141,309
Jetsuitex, Inc TX$140,372
Betterup, Inc. TX$138,645
Zealth, Inc. dba Notable CA$138,452
Profarm Group, Inc. CA$138,139
Arcata Associates, Inc. NV$136,390
Beigene USA, Inc. CA$127,546
Abd Insurance and Financial Services, Inc. CA$127,344
Altana Technologies, Inc. NY$126,695
MACH49, LLC CA$126,170
Matrixx Software, Inc. CA$125,886
Naehas Inc CA$124,491
6SENSE Insights, Inc. CA$122,602
Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the ABD INS. AND FINANCIAL SVCS., INC. brand.