EMERSON ROGERS, LLCbroker

Benefits brokerage · plan year 2024 · page 8

Reported compensation · 2024

$13.2M

EMERSON ROGERS, LLC was paid $13,221,836 in commissions and fees across 729 employer benefit plans in 2024, as reported on Schedule A ($4,594,209 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 482 client planslost 175
won St. Moritz Security Services Inc.
won Karuna Therapeutics, Inc.
won Vektek Employer LLC
won Behavioral Health Associates
won Tendercare Home Health Services
won Legend Senior Living, LLC
lost Acw Corporation
lost Greater Lawrence Community Action Council, Inc.
lost Suburban Home Health, LLC
lost Mustang Extreme Environmental Services, LLC
lost Little League Baseball Inc
lost Riverstone Equity Partners, LP
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 · 2024729
Noor Staffing NY$219
Noor Staffing NY$219
Steamfitters Industry Welfare Fund Board of Trustees NY$199
First Texas Bancorp, Inc. and Subsidiaries TX$199
Valley Zoological Society TX$196
Pacific States Industries, Inc. CA$170
Antz Energy Systems, Inc. PA$156
B.C.M.W. Community Services IL$136
Morehouse Instrument Company PA$129
McKee Utility Contractors, LLC OK$118
Beyer Blinder Belle Architects & Planners LLP NY$117
Reiff & Nestor Company PA$116
Winston Brothers, Inc. MA$114
Norwich Orthopedic Group, PC CT$114
Inter-Con Security Systems, Inc. CA$95
Penn Residential Incorporated PA$91
Simantel Group, LTD. IL$55
Sumitomo (Shi) Cryogenics of America, Inc. PA$48
Jgm Fabricators & Constructors LLC PA$44
A.L. Gilbert Co. CA$44
Phoenix-Mesa Gateway Airport Authority AZ$37
Harvey & Madding, Inc. CA$36
The Don Chapin Co., Inc. CA$32
One Toyota of Oakland CA$30
Hawk Ridge Systems, LLC CA$25
Monticciolo Family and Sedation Dentistry LLC FL$21
Friedman Vartolo LLP NY$17
Hedgeserv Corporation NY$1
Jr Tharpe Trucking Co., Inc. VA-$1,105

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