CORPORATE SYNERGIES GROUP, LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$1.2M

CORPORATE SYNERGIES GROUP, LLC was paid $1,245,110 in commissions and fees across 107 employer benefit plans in 2024, as reported on Schedule A ($82,481 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 37 client planslost 26
won Aegis Insurance Services, Inc.
won Liveonny
won M.E. Fields, Inc.
won Insight Venture Management, LLC
won Hale Trailer Brake and Wheel, Inc.
won Radwell International, LLC
lost Brightway Insurance, Inc.
lost Mom's Organic Market, Inc.
lost Boniface Chrysler Dodge, Inc.
lost F. Schumacher & Co., LLC (a Delaware LLC) dba F. Schumacher & Co.
lost Eec Acquisition, LLC
lost Crystal Data Services, 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 · 2024107
Materne North America Corp. NY$218
The Museum of Modern Art NY$201
Innovairre Holdings, LLC NJ$125
Arcadis Inc. MD$100
Creative Health Services, Inc. PA$55
H. a. Berkheimer, Inc. PA$26
Contract Pharmacal Corp. NY$2

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