CORPORATE SYNERGIES GROUP LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$19.8M

CORPORATE SYNERGIES GROUP LLC was paid $19,849,385 in commissions and fees across 286 employer benefit plans in 2024, as reported on Schedule A ($6,283,660 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 70 client planslost 45
won Lagos, Inc.
won Guiding Eyes for the Blind
won H&M Fashion USA, Inc.
won Price Engineering Company, LLC
won The United Distribution Group, Inc.
won Sojitz Corporation of America
lost Vision Associates, Inc.
lost Spectrum Vision Partners
lost Mom's Organic Market, Inc.
lost Horizon Food Equipment, Inc.
lost H. a. Berkheimer, Inc.
lost F. Schumacher & Co., LLC (a Delaware LLC) dba F. Schumacher & Co.
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 · 2024286
Placemakr OR$57,885
Torti Gallas and Partners, Inc. DC$57,404
Ready Computing LLC NY$56,294
The J.G. Wentworth Company PA$54,198
Rds Enterprises LLC dba Porsche of the Main Line PA$54,002
Lydia Security Monitoring, Inc. NJ$53,960
Advanced Roofing, Inc. FL$53,039
Gizmodo Media Group, LLC NY$51,377
Errands Plus dba Rma Chauffeured Transportation MD$50,687
Errands Plus dba Rma Chauffeured Transportation MD$50,687
Grant Leading Technology, LLC MD$50,330
United Electric Supply Co, Inc. DE$49,155
Easterseals Northeast Central Florida FL$48,960
Arbor Realty Sr, Inc. NY$48,812
American Councils for International Education DC$48,673
The Puerto Rican Family Institute NY$48,157
Dynarex Corporation NJ$47,963
United Legwear Company LLC NY$47,942
University Settlement Society of New York NY$47,145
Anchin Block & Anchin LLP NY$44,507
The Dalton Schools Inc. NY$43,909
Arcadis Inc. MD$43,748
M.E. Fields, Inc. FL$41,676
Wagner College NY$39,758
South Jersey Legal Services, Inc. NJ$38,926
Automation Transportation Corp. NJ$38,386
Integris Composites OH$35,953
Innovairre Holdings, LLC NJ$35,887
Cerebral Palsy Association of Nassau County, Inc. NY$35,198
Crisis Text Line NY$34,764
Sesame Workshop NY$34,602
National Association for the Advancement of Colored People MD$33,315
Abraham Joshua Heschel School NY$32,965
Plymouth Harbor, Inc. FL$31,898
United Cerebral Palsy Association of Greater Suffolk, Inc. NY$31,675
Mbms, LLC DE$29,943
Apg Asset Management US, Inc. NY$29,823
Prestige Healthcare Group LLC NJ$29,049
Premium Health Center NY$28,222
Penn Terminals, LLC. PA$27,383
Comanco Environmental Corporation FL$27,071
Kelly Spicers Inc. CA$27,064
Evergreen Senior Management PA$26,567
Concord Management, LTD. FL$25,945
Transteck, Inc. PA$25,904
Dover Dodge Chrysler Jeep, Inc. dba As Nielsen Automotive Group NJ$25,903
Zgs, Inc. NY$25,845
Philadelphia Museum of Art PA$25,695
The Dalton Schools Inc. NY$23,824
Pmc Property Group, Inc. PA$22,793
Appalachian Mountain Club MA$22,752
Fox Management Rehabilitation Services LLC NJ$22,384
Lycee Francais de New York NY$22,027
The Museum of Modern Art NY$21,938
Community Services Group, Inc. PA$21,728
Barc Developmental Services PA$21,671
Rutgers Preparatory School NJ$21,476
Tegra LLC VA$21,302
Helen Keller Services NY$20,820
Olympia Chimney Supply Holdings, LLC PA$19,893
Quontic Bank NY$19,732
Sandata Technologies LLC NY$19,721
Applied Control Engineering, Inc DE$19,127
Metz Culinary Management PA$18,867
The Jewish Museum NY$18,610
The Spence School NY$18,430
Navarro & Wright Consulting Engineers, Inc. PA$17,770
Nest International Inc. NJ$17,748
P & L Development, LLC NY$17,561
The Nightingale-Bamford School NY$17,352
Securities Industry and Financial Markets Association NY$17,249
American Reading Company PA$17,069
Coterie Applications Inc. WI$16,209
M3 Wake Research, Inc. NC$16,127
Little Red School House, Inc. NY$15,572
United Nations Foundation DC$15,525
Ryan Herco Flow Solutions CA$15,511
Lackawanna College PA$15,398
Ikea Purchasing Services (US) Inc. PA$14,894
Princeton University Press NJ$14,887
American Society of Hematology DC$14,588
Victorinox, Inc. CT$14,260
First Protocol, Inc. NY$14,213
S.P. Richards Company GA$14,174
Central National Gottesman Inc. NY$14,033
Samuel a. Ramirez & Co., Inc. NY$14,002
Investcorp International, Inc. NY$13,975
Pret a Manger NY$13,935
Data Systems Analysts, Inc. PA$13,207
Alma Bank NY$13,181
Lagos, Inc. PA$13,132
Errands Plus dba Rma Chauffeured Transportation MD$13,041
Abc Fine Wine & Spirits FL$12,966
Robson Forensic, Inc. PA$12,651
Urban Associates, LLC NY$12,480
Dft Inc. PA$10,921
The Hackley School NY$10,706
Laufer Group International, LTD. NY$10,616
Hardware Specialty Co., Inc. NY$9,747
The Kuiken Brothers Company NJ$9,675

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