ABD INS. AND FINANCIAL SVCS., INC.broker
Benefits brokerage · plan year 2024 · page 3
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
Credible Labs Inc. NC$33,298
The Ding Doctor dba Danny's Detail CA$31,871
Nexhealth Inc CA$30,413
Cerebral, Inc. CA$30,262
Inmobi, Inc. CA$30,065
Arc Games Holding Corporation CA$29,940
Eis Group Inc CA$29,523
Chartbeat, Inc. TX$29,511
Quantum Corporation CA$28,014
Wish US Holdings LLC CA$27,855
Las Vegas Residential Properties, LLC NV$27,732
Across the Bridge Foundation CA$27,694
Raintank, Inc. DE$27,650
Reboot Labs, LLC CA$27,355
Prokidney, LLC NC$27,292
Zscaler Inc. CA$27,282
Ls Ohio LLC dba Fusioned OH$26,994
East Bay Agency for Children CA$26,817
Ampere Computing LLC CA$26,721
Apogee Therapeutics, Inc. MA$25,977
Illumio, Inc. CA$25,665
Lifewave, Inc. CA$25,396
Summer Search CA$25,011
Catholic Charities of Santa Clara County CA$24,993
Abbyson Living, LLC CA$24,795
Metro Community Provider Network CO$24,365
Whalar Inc. CA$23,353
Jade Global, Inc. CA$23,228
Pereira & Odell LLC CA$21,602
Myhealthteam CA$21,060
Agentsync, Inc. CO$20,197
Crispr Therapeutics, Inc. MA$19,724
Outset Medical, Inc. CA$18,150
You Need a Budget LLC UT$17,976
Axis Communications, Inc. MA$17,064
Neutron Holdings, Inc. dba Lime CA$14,475
Cedar Cares, Inc. NY$14,271
Loft Orbital Solutions, Inc. CA$13,940
Jerry Services, Inc. CA$12,051
Akido Mso CA$11,924
Pivotal Aero, LLC CA$11,761
Neuraflash LLC MA$10,863
Motion Picture Association, Inc. CA$8,514
Ubiquiti Inc. NY$7,510
Future Proof Brands TX$7,348
Hawk Acquisition, Inc. CA$7,162
Wiser Solutions, Inc. CA$7,019
Encompass Technologies Development CO$5,910
Concentric Advisors, Inc. WA$5,391
Contrast Security, Inc. CA$4,811
Corsair Memory, Inc. CA$3,862
Udemy, Inc. CA$1,803
Freedom Financial Network, LLC CA$1,330
Future Proof Brands TX$886
Lightspeed Pos USA, Inc. DE$858
MGM Transformer Company CA$270
Iota Biosciences, Inc. CA$209
Xl Construction Inc. CA$184
Toray Advanced Composites CA$178
Cytel Inc. MA$162
Standard Biotools Inc. CA-$179
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.