DIGITAL INSURANCE, INCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$4.3M

DIGITAL INSURANCE, INC was paid $4,250,397 in commissions and fees across 163 employer benefit plans in 2024, as reported on Schedule A ($479,026 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 59 client planslost 43
won Aylstock, Witkin, Kreis & Overholtz, P.L.C.
won Innovation Associates, Inc.
won California Institute of Integral Studies
won Tritium Power Solutions Inc.
won Pinnacle Employee Services
won Berkeley Research Group, LLC
lost Galloway and Company, Inc.
lost Tritium Technologies, LLC
lost Morrison Industries, LLC
lost David R McGeorge Car Company, Inc.
lost River Valley Paper Company LLC
lost Creative Health Services, 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 · 2024163
The Liv Group, Inc. dba Liquid I.V. CA$3,970
Ulse Inc. IL$3,896
Dysons, Inc. Napa Auto Parts ID$3,745
Hawk Ridge Systems, LLC CA$3,698
Wellquest Living, LLC UT$3,243
Utah Community Federal Credit Union UT$2,759
National Audubon Society, Inc. NY$2,397
Eisner Advisory Group, LLC NY$2,247
Campbell Tractor and Implement, Inc ID$2,170
Jervey Eye Group, P.A. SC$2,143
Benq America Corp. CA$2,082
Macpherson Western Tool & Supply Co., Inc. CA$1,997
Family Medicine Residency of Idaho Inc. ID$1,965
State Employees Credit Union of New Mexico NM$1,861
Vermont Energy Investment Corporation VT$1,755
Trout Unlimited, Inc. VA$1,736
Aylstock, Witkin, Kreis & Overholtz, P.L.C. FL$1,702
Ross Mould LLC PA$1,681
American Association for the Advancement of Science DC$1,657
Pccw Global, Inc. VA$1,641
Howard Building Corporation CA$1,626
Pharmaceutical Research and Manufacturers of America DC$1,618
Hawaiian Financial Federal Credit Union HI$1,613
Dr. Martens Airwair USA, LLC OR$1,592
Lep Psb Midco, LLC dba Unlimited Technology VA$1,559
Firebirds International LLC NC$1,469
Allcare Ipa CA$1,409
American Psychiatric Association DC$1,368
I.C. Thomasson Associates, Inc. TN$1,346
Kraftcpas PLLC TN$1,306
Valleystar Credit Union VA$1,298
Ymca of Pierce and Kitsap Counties WA$1,289
Quickparts Qp 3D Acquisition, Inc WA$1,264
Integral Consulting, Inc. CO$1,263
Unidosus DC$1,224
The Eosys Group Inc TN$1,204
Serazen LLC CA$1,159
Northcountry Federal Credit Union VT$1,140
Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. DC$1,075
Marine Federal Credit Union NC$1,015
J. R. Setina Manufacturing Co., Inc. WA$994
American Civil Liberties Union, Inc. NY$972
Kraftcpas PLLC TN$946
American Civil Liberties Union Foundation, Inc. NY$862
Smugglers Notch Management Co LTD VT$857
Creative Multicare, LLC GA$797
Clearplan, LLC MA$797
Loureiro Engineering Associates Inc CT$782
Livewell CT$714
Tungsten Automation Corporation CA$676
Herrera Environmental Consultants WA$640
Plume Design, Inc. CA$571
Cardiac Study Center, Inc. P.S. WA$512
St. Andrew's Episcopal School MD$420
Rusty Wallace Auto Group TN$285
Fusionsite Services, LLC TN$260
Ulma Form Works, Inc NJ$199
Trumark Companies LLC CA$140
Codexis, Inc. CA$103
Shipt, Inc. AL$61
Fort Worth Community Credit Union TX$46
William Warren Properties, Inc. CA$22
Samsung Hvac America, LLC TX$1

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