Plan Ledger DOL Form 5500 · updated monthly

CROSS BENEFIT SOLUTIONSbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$3.7M

CROSS BENEFIT SOLUTIONS was paid $3,659,246 in commissions and fees across 123 employer benefit plans in 2024, as reported on Schedule A ($588,123 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 29 client planslost 27

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 · 2024123
Preble Street ME$77,699
Bowdoin College ME$69,410
Galvion LTD VT$47,106
Casa, Inc. ME$43,727
Thomas College ME$41,316
Truroots, LLC MA$22,855
Ohi ME$20,559
Vhv Company VT$19,590
Adimab, LLC NH$17,875
Uplift, Inc. ME$11,691
Dei Systems LLC MA$10,456
Adimab, LLC NH$8,590
Bethel Mills VT$8,090
Adimab, LLC NH$3,704
Ohi ME$3,154
Northway Bank NH$2,487

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