Plan Ledger DOL Form 5500 · updated monthly

CUSTOM BENEFIT PROGRAMS INCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$91.5M

CUSTOM BENEFIT PROGRAMS INC was paid $91,451,047 in commissions and fees across 164 employer benefit plans in 2024, as reported on Schedule A ($1,532,093 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 60 client planslost 50

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 · 2024164
Richard O Ellenburg NC$58,770,952
Tyson Foods, Inc. AR$5,322,065
Sodexo, Inc. MD$1,900,945
Ferrero USA Inc. NJ$814,911
Aon Corporation GA$741,950
Thales USA, Inc. VA$650,900
Chewy, Inc. FL$588,627
Carilion Clinic VA$495,966
Dematic Corp. MI$493,314
Korn Ferry(Us) CA$386,589
Hillco LTD NC$379,806
Nuvance Health CT$365,545
Cotiviti, Inc. UT$240,302
Genesco Inc. TN$182,944
Clark Hill PLC MI$182,710
Idex Corporation IL$157,916
Red Hat, Inc. NC$105,416
Valmet, Inc. GA$101,426
Nexans USA Inc. SC$93,122
Gt Services LLC PA$81,307
Gobrands, Inc. PA$61,954
Kroll, LLC NY$56,204
Smx Group, LLC MD$40,848
Anthology Inc FL$24,455
Qad Inc. CA$23,707
Sage Hospice AZ$21,562
Current HR, LLC KY$20,824
Formerra, LLC IL$20,390

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