EMERSON ROGERS LLCbroker

Benefits brokerage · plan year 2024 · page 7

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
won Amida Care, Inc.
won Peoples Bancorp Inc.
won Berks Construction Group, LLC
won Bob Loquercio Auto Group
won Pcs Retirement, LLC
won College of Saint Elizabeth
lost Marwood Group & Co, USA LLC
lost Patelco Credit Union
lost Cancer Care Associates of York, Inc.
lost Center for Family Representation
lost Union Leader Corporation
lost Jindal Films America 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 · 2024685
Womens Health Specialists, Sc WI$1,034
Directors Guild of America CA$1,017
Houston Ballet Foundation TX$1,005
Cintar, Inc. PA$973
Centerpointe, Inc. NE$940
Pharmaceutical Specialties, Inc. MN$938
Brothers of Mercy Nursing Home Co Inc NY$906
Ciso Global AZ$905
Cullen and Dykman LLP NY$861
Keystone Surveying & Mapping, Inc. PA$859
Al & John Inc NJ$840
United Architectural Metals, Inc. OH$834
Zzounds Music, LLC IL$822
Operative Plasterers&Cement Masons Local 29 Welfare Fund NJ$818
Brunello Cucinelli USA Inc NY$810
Nwn Corporation RI$807
A.L. Gilbert Co. CA$792
Lake Mohegan Veterinary, PC NY$768
Immunocore LLC PA$743
Morgan Steel LLC TN$731
Surgent McCoy Cpe, LLC PA$721
Electronic Payments, Inc. NY$696
Bank Administration Institute IL$689
Mercury Products Corp. IL$668
Sunbelt Waterproofing Holdings, LLC TX$663
Third Point LLC NY$647
Specialty Bakers LLC PA$636
Parent Petroleum, Inc. IL$613
Chs Acquisition Corp IL$598
Harrogate Inc. NJ$571
North Star Insurance Advisors, LLC MO$554
Southeast Kansas Mental Health Center KS$529
Calab, Inc TX$528
Staffing Partners Holdings CA$527
Fein, Such, Kahn & Shepard, P.C. Employee Benefits Plan NJ$527
Bronx Harbor Healthcare Complex, Inc. NY$526
Zia Enterprises, Inc. AZ$521
Ariston USA RI$512
Malman Law Offices IL$506
Micro Tool Company, Inc. PA$467
Primary Care Associates of Appleton LTD WI$465
Eagle Metal Products, LLC TX$449
Astir IT Solutions Inc NJ$445
York Saw & Knife Company, Inc. PA$443
Cummins Facility Services, LLC OH$417
Ralco Nutrition, Inc MN$411
Sealy Mattress Company of New Jersey Inc. NJ$384
Crum Trucking, Inc. IN$382
Turtle Beach Corporation CA$373
D3 LLC NY$366
Safco Dental Supply LLC IL$363
Falcon International Bank TX$360
Beach House Treatment Center FL$344
Ron Hoover Rv & Marine Centers TX$314
Precis Engineering, Inc. PA$306
Volunteer Materials TN$284
Forte Sports Medicine and Orthopedics dba Methodist Sports Medicine Ce IN$258
Precis Engineering, Inc. PA$251
J.W. Pepper and Son, Inc. PA$239
K-Fab, Inc. PA$231
McMahon Associates, Inc. WI$228
Appalachian Wood Products, Inc. PA$211
River Valley Health PA$200
Robert Charles Lesser & Co., LLC MD$165
Capital Dental Group dba Capital Dental Group CA$112
Children & Families of Iowa IA$106
Tapestry Health Systems, Inc. MA$104
Mechantek Corporation TX$99
Evergreen Charter School NY$97
Metro Cu Federal Credit Union NE$96
Stark Automotive, Inc. TX$92
Sea Research Foundation, Inc. CT$83
Proctor & Proctor, Inc. FL$81
Sisley Cosmetics USA, Inc. NY$81
Industrial Construction Services and Design Inc PA$67
American Museum of Natural History NY$67
Architects Orange, LLP. CA$57
Matt Blatt, Inc. NJ$52
Ariel Clinical Services CO$41
Sierra Railroad Company CA$24
Collegis, LLC IL$17
Berks Construction Group, LLC PA$15
Brookdale Hospital Medical Center NY$13
B.W. Wilson Paper Company, Inc. VA$8
Aldea, Inc. CA$1

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