Plan Ledger DOL Form 5500 · updated monthly

CUSTOM BENEFIT PROGRAMS, INC.broker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$7.7M

CUSTOM BENEFIT PROGRAMS, INC. was paid $7,731,990 in commissions and fees across 143 employer benefit plans in 2024, as reported on Schedule A ($524,931 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 59 client planslost 45

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 · 2024143
Northwell Health NY$224,883
Macy's, Inc. OH$144,242
Sourcehov, LLC TX$131,296
Montage Health CA$105,499
Plexus Corp. WI$87,813
Clark Hill PLC MI$44,096
Voith US, Inc. PA$27,822
Amsive, LLC IL$25,286
Carhartt, Inc. MI$23,637
Ohla USA, Inc. NY$13,181
Ewingcole, Inc. PA$13,086
Arvinas, Inc. CT$8,237
Troon Golf AZ$5,547
Intricon Inc. MN$3,589
Hanger, Inc. TX$1,908

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