EMERSON REID LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$2.1M

EMERSON REID LLC was paid $2,067,343 in commissions and fees across 115 employer benefit plans in 2024, as reported on Schedule A ($601,598 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 25 client planslost 221
won Saint Vincent College
won Board of Trustees, Allen Health Care Home Health Care Benefit Fund
won Ug Enterprises, Inc.
won Intellisurvey
won The Armor Group. Inc.
won Convergent Energy & Power
lost K II Holding Company
lost Marwood Group & Co, USA LLC
lost Tendercare Home Health Services
lost Discovery Acquisition Services
lost Security Services Holdings LLC
lost Kidney Care Specialists, 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 · 2024115
Newark Academy Trustees NJ$585
Ny Community Financial LLC NJ$503
Case Medical, Inc NJ$365
PA Options for Wellness, Inc PA$362
Yingst Homes, Inc. PA$240
Diversified Family Services PA$214
Hutts Glass Co., Inc. PA$204
Minnesota Coaches, Inc. MN$164
Milton Transportation Inc PA$157
Pressler, Felt & Warshaw, LLP NJ$90
Jewish Home for the Elderly of Fairfield County Inc CT$61
Horizon Media Holdings, LLC NY$48
Phillips Global, Inc. WV$30
Advanced Dermatology Associates, LTD PA$12
Samuels & Son Seafood Co. PA$1

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the EMERSON REID LLC brand.