CUSTOM BENEFIT PROGRAMS, INC.broker

Benefits brokerage · plan year 2024 · page 2

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
won L & M Companies, Inc.
won Mapei Corporation
won Orica USA Inc.
won Thiele Kaolin Company
won Telus International (U.S.) Corp.
won Spartannash Company
lost Catholic Medical Center
lost Alliance for Sustainable Energy, LLC
lost Sparus Holdings, LLC
lost Velocity Global USA LLC
lost Lufkin US Acquisition Company
lost Revenir Energy Services LLC
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
ITSAVVY/B2B Industrial IL$1,193
Giant Eagle, Inc. PA$962
Essential Holding America, LLC NJ$935
Riverside Health System VA$889
Toi Management, LLC CA$866
Frontier Airlines, Inc. CO$843
Coca-Cola Consolidated, Inc. NC$838
J & R Schugel Holdings, Inc. MN$748
Kurt Manufacturing Co. Inc. MN$637
Ampacet Corporation NY$490
Linder Industrial Machinery Company FL$478
Housing Works, Inc. NY$445
Meridian Industries, Inc WI$367
Thorpe Specialty Services Corp TX$363
Under Armour, Inc MD$310
Infirmary Health System Inc. AL$260
Sun Development & Management Company IN$260
Mapei Corporation FL$259
Pike Enterprises, LLC NC$253
Telus International (U.S.) Corp. NV$217
Jc Hospitality, LLC dba Virgin Hotels Las Vegas NV$187
Pechanga Development Corporation CA$170
Benchmark Senior Living, LLC MA$153
American Financing Corporation CO$144
Vie de France Yamazaki, Inc. NY$131
Vaco Holdings, LLC TN$92
Jewish Home for the Elderly of Fairfield County Inc CT$86
Comserv, Inc. NC$85
The Service Companies, Inc. FL$84
Essential Utilities, Inc. PA$79
Stewart Title Company TX$64
Steak 'N Shake Enterprises, Inc. IN$62
Lincare Inc. FL$42
Communicare, Inc. KY$25
The Kenan Advantage Group, Inc. OH$23
Shaw Industries Group, Inc. GA$16
S & B Engineers and Constructors, LTD. TX$11
Axcess Financial Services, Inc. OH$8
Corporate Commission of the Mille Lacs Band of Ojibwe MN$6
Samaritan Health Services OR$3
Commonwealth Hotels, LLC KY$3
Southwest Key Programs Inc. TX$2
Air Methods, LLC CO-$145,923

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