Plan Ledger DOL Form 5500 · updated monthly

ASSUREDPARTNERSbroker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024
$23.6M

ASSUREDPARTNERS was paid $23,625,548 in commissions and fees across 499 employer benefit plans in 2024, as reported on Schedule A ($3,591,120 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 131 client planslost 120

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 · 2024499
View Point AZ$35,616
Jim Burke Ford CA$33,138
Epitec, Inc. MI$32,288
Bisco Inc IL$30,421
Go Wireline LLC ND$29,352
So, LLC NV$29,026
Nefeli Holdings MD$27,583
Rxp Agency LLC OH$26,132
Vascor, LTD KY$25,063
Renewal, Inc. PA$23,626
Aaa Washington WA$22,719
Katecho, LLC IA$21,275
Beken Holdings CO$20,949
Accumetric, LLC KY$20,464
Aadvantage Inc. PA$19,306

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