Plan Ledger DOL Form 5500 · updated monthly

CUSTOM BENEFIT PROGRAMS INCbroker

Benefits brokerage · plan year 2024 · page 2

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
Pinehurst, LLC NC$19,104
Intradeco, Inc. FL$10,759
Orano USA LLC VA$8,381
Supernal, LLC DC$5,761
Consilio, LLC DC$1,869

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