Alliantbroker

Benefits brokerage · plan year 2024 · page 4

Reported compensation · 2024

$207.5M

Alliant was paid $207,466,494 in commissions and fees across 2,271 employer benefit plans in 2024, as reported on Schedule A ($44,340,578 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 526 client planslost 349
won Rarefied Atmosphere, Inc.
won White Bird Clinic
won Fullstack Inc
won The Washington Health System
won Spokane Eye Clinic
won Advanced Home Health Care
lost Fresno Surgery Center, LP dba Fresno Surgical Hospital
lost Acretrader, Inc.
lost H. Lee Moffitt Cancer Center and Research Institute
lost Beneficial In-Home Care
lost Advocap, Inc.
lost Dolex Dollar Express, 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 · 20242,271
Lor, Inc. GA$180,341
St. Joseph Center CA$179,452
Barri Money Services TX$179,051
Grassi Advisory Group, Inc. NY$178,702
Independence Pet Holdings, Inc. AZ$178,213
Great Minds Pbc MD$177,422
Upstream USA MA$176,719
Brightstar Group Holdings Inc IL$176,612
Innovative Management Concepts, Inc. GA$176,465
Orbus, LLC IL$175,864
Swrg Acquisition Corp MA$175,753
Businessolver.com Inc IA$175,268
Back of the House, Inc. CA$175,236
Brighton Management LLC CA$174,754
Coblentz, Patch, Duffy and Bass, LLP CA$174,406
The University of Phoenix, Inc. AZ$174,302
Valon Technologies, Inc. NY$174,242
Pinto Valley Mining Corp. AZ$173,930
Greater Atlanta Christian Schools, Inc. GA$173,889
The National Center for Children and Families MD$173,532
McDermott Will & Schulte LLP IL$172,930
Tanium Inc. WA$172,876
Roederer Estate Inc. CA$172,468
Hv Randall Foods, LLC CA$171,903
Mathis Bros Oklahoma City LLC OK$171,886
Alertmedia, Inc. TX$171,336
Buffalo Marine Services, Inc. TX$171,173
Strategic Funding Source, Inc. dba Kapitus Inc. NY$171,150
Privia Medical Group - Gulf Coast TX$171,015
Mark Anthony Services Inc. IL$170,952
Adenza, Inc. NY$170,878
Flexcare LLC CA$170,384
Confie Holding II Co CA$169,856
Tanadgusix Corporation AK$169,822
Winco Holdings, Inc. ID$169,773
Zing Health Holdings, Inc. IL$169,718
Formentera Operations LLC TX$169,357
Allclear Management, Inc. FL$168,572
Jackson Therapy Partners, LLC FL$168,058
Jefferson Southern Corporation GA$167,158
Artisan Design Group, LLC TX$167,150
Woodfin Heating Inc VA$166,377
Toi Management, LLC CA$166,327
The Savings Group, Inc. TX$165,939
Mount Franklin Foods, LLC TX$165,708
Tower Health PA$165,389
Mesirow Financial Administrative Corporation IL$164,354
San Pablo Lytton Casino CA$163,958
Dick Anderson Construction MT$163,654
Pgt Innovations, Inc. FL$163,392
Kane Infrastructure Services and Intermediate Holdings, LLC AZ$163,379
Tower Health PA$162,738
Illinois Institute of Technology IL$162,636
Fordham Preparatory School NY$162,209
Kedrion Biopharma Inc. NJ$162,110
Manatt, Phelps & Phillips, LLP CA$161,859
Skydio, Inc. CA$161,491
Trp Construction Group, LLC TX$161,385
Hub Pen Company, LLC MA$161,303
Valiant Enterprises, LLC TX$160,631
La Rabida Childrens Hospital IL$160,421
Lotus Communications Corp. CA$160,283
Usca Management Company LLC TX$159,953
McClintic Operations Holdco II LLC (dba of Kissito Healthcare) VA$159,872
Dedicated Systems Support, Inc. TX$159,565
Eurpac Service Inc. CT$158,431
Dnanexus, Inc. CA$158,350
Paramount Residential Mortgage Group CA$157,911
Blue Bottle Coffee, LLC CA$157,870
Beyondtrust Corporation GA$157,411
Ventra Health, Inc TX$157,301
Aveva, Inc. TX$157,195
Vaniam Group, LLC IL$156,665
Transom Symphony Opco, LLC CT$156,401
The Educational Alliance NY$155,767
Citizens of Humanity CA$155,059
Filevine, Inc. UT$154,852
Revalize Software FL$154,088
Saint Andrews School of Boca Raton, Inc FL$153,934
Cbm of America, LLC FL$153,928
Taylor Fresh Foods, Inc. CA$153,494
Inguran, LLC TX$153,450
Bad Boy, Inc. AR$153,164
Chicken Ranch Casino CA$153,102
Symphony Communication Services, LLC NY$153,019
Five Keys CA$153,015
Cipriani & Werner, P.C. PA$152,943
National Air Traffic Controllers Association, Afl-Cio DC$152,420
Learning Resources, Inc. IL$151,868
Thomas Concrete, Inc. GA$151,815
Pomona Valley Hospital Medical Center CA$151,749
Wall to Wall, LLC CA$151,503
Solari Enterprises, Inc. CA$151,462
Gpa Acquisition Company Inc IL$151,197
Synack, Inc. CA$151,106
Spring Arbor Management, LLC FL$150,979
Mad Engine Global, LLC CA$150,928
Ymca of San Francisco CA$150,848
Doximity, Inc. CA$150,749
Usn Opco, LLC dba Panoramic Health AZ$149,293

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the Alliant brand.