COMBINED SERVICES LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$403K

COMBINED SERVICES LLC was paid $403,452 in commissions and fees across 116 employer benefit plans in 2024, as reported on Schedule A ($150,259 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 33 client planslost 56
won Eastrise Federal Credit Union
won New England Air Systems, LLC
won Hampshire Fire Protection Company, LLC
won Uig, Inc. dba United Insurance
won Waypoint Maine
won Healthreach Community Health Centers
lost Mental Health Center of Greater Manchester
lost Road to Hana, Inc. dba Healthy Living
lost Kevin, Inc.
lost Creare LLC
lost The Progress Center
lost Northcountry Federal Credit Union
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
Knickerbocker Group ME$142
The Lakes Region Mental Health Center, Inc. NH$138
Metro Walls, Inc. NH$131
Prime Buchholz LLC NH$119
Community Action Program - Belknap Merrimack Counties Inc. NH$113
Hardwood Products Company LLC ME$111
Ballentine Partners, LLC MA$98
Eldredge Lumber & Hardware, Inc. ME$78
Casa, Inc. ME$63
Allied Government Solutions, Inc. Welfare Trust NH$61
The Waynflete School ME$59
Signature Truck Systems, LLC MI$52
Eyecare Medical Group ME$46
Northway Bank NH$33
Alcom, LLC ME$14
Everett J. Prescott, Inc. ME$3

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