Plan Ledger DOL Form 5500 · updated monthly

EMERSON ROGERS LLCbroker

Benefits brokerage · plan year 2024 · page 6

Reported compensation · 2024
$16.3M

EMERSON ROGERS LLC was paid $16,256,900 in commissions and fees across 685 employer benefit plans in 2024, as reported on Schedule A ($6,389,314 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 411 client planslost 164

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 · 2024685
Pacful, Inc. CA$2,755
Tanager Place IA$2,642
Hk Kolmar USA PA$2,450
Oofos, Inc. MA$2,171
Customink LLC VA$2,069
Analytica LLC MD$1,716
Ciso Global AZ$1,690
Ciso Global AZ$1,672
Ciso Global AZ$1,589
Cobb B LLC NY$1,467
Cobb B LLC NY$1,467
Mln Company TX$1,459
Intellisurvey CA$1,338
Palmetto Moon SC$1,117
Ciso Global AZ$1,074

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