DIGITAL INSURANCE INCbroker

Benefits brokerage · plan year 2024 · page 7

Reported compensation · 2024

$20.4M

DIGITAL INSURANCE INC was paid $20,375,074 in commissions and fees across 615 employer benefit plans in 2024, as reported on Schedule A ($4,913,732 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 194 client planslost 162
won Mufg Capital Analytics, LLC
won Commerce Lexington, Inc. Professional Services
won Commerce Lexington, Inc. Mining, Construction & Manufacturing Sub-Asso
won Mac Papers & Packaging, LLC
won Commerce Lexington, Inc. Finance, Insurance & Real Estate
won United Way of Greater Rochester Inc and the Finger Lakes Inc
lost Quatrro Fpo Solutions, LLC
lost The National Association of Manufacturers
lost Ozarko Tire Centers, Inc
lost Cerenity Senior Care
lost First Acceptance Corporation
lost Arning Companies, Inc.
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 · 2024615
Encompass Energy Services MN$167
M.P.N., Inc. PA$154
The Galman Group PA$150
Voyage Healthcare, LLC FL$141
Sam Galloway Ford, Inc. FL$131
Metro Philly Management Solutions PA$97
Logix Employment Services,Inc. CA$83
Morehouse College GA$76
Vigilant Group Benefits Trust WA$70
Washington Retail Health Trust WA$60
Plug & Play, LLC CA$33
Withersravenel NC$22
US Leader Restaurants Opco, LLC FL$13
Mac Papers & Packaging, LLC FL$13
Surveymonkey, Inc. CA$1

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