Plan Ledger DOL Form 5500 · updated monthly

CROSS BENEFIT SOLUTIONSbroker

Benefits brokerage · plan year 2024 · page 2

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
Ohi ME$1,795
Factorial Inc MA$1,371
Adimab, LLC NH$1,107

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