AVANT SPECIALTY BENEFITS LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$2.6M

AVANT SPECIALTY BENEFITS LLC was paid $2,559,347 in commissions and fees across 116 employer benefit plans in 2024, as reported on Schedule A ($1,133,738 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 49 client planslost 26
won Mainstream Living, Inc
won Kingland Systems, LLC
won Sage Hospitality Resources, LLC
won Jason Pharmaceuticals, Inc.
won Allegiance Fundraising
won Rise Modular, LLC
lost Spectra Logic Corporation
lost McMillan Electric Company
lost Ultratec, Inc.
lost Ga Business Purchaser, LLC
lost Dardanelle Regional LLC
lost Apollonia Management Group, LLC
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 · 2024116
Exline, Inc. KS$1,497
Meta Management, LLC AR$1,230
Miller Insulation Co Inc Group Benefit ND$1,207
Woodmont Properties LLC NJ$952
Auto Lenders Liquidation Center, Inc. NJ$783
Tabor Street Group, LLC NE$767
Teco-Westinghouse TX$575
Vision Service Plan CA$323
Newbury Management Company IA$300
Finley Engineering Co., Inc. MO$296
Covert Manufacturing, Inc. OH$247
Zoot Enterprises, Inc. MT$242
Mainstream Living, Inc IA$74
Murcor, Inc. CA$70
Deyarman Ford Indianola IA$33
Promo Shop, Inc. CA$31

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