ENROLLEASEbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$541K

ENROLLEASE was paid $540,996 in commissions and fees across 200 employer benefit plans in 2024, as reported on Schedule A ($9,055 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 62 client planslost 148
won Geostructures, Inc.
won United Cerebral Palsy of Southern Arizona
won Mission Action, Inc.
won Artesian Homes, Inc.
won Bakhtiari Auto Group
won Unchained Labs LLC
lost Vacation Rental Pros Property Management LLC
lost Guerdon, LLC
lost Urban Infraconstruction, LLC
lost Virtuous Management Group
lost Testronic, Inc.
lost Ford Storage & Moving Co
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 · 2024200
Ellipsis, Inc. IA$1,375
Tradezero USA Inc NY$1,340
Lifesci Advisors, LLC NY$1,251
Legacy Transportation Services, Inc. CA$1,236
Totten Tubes, Inc. CA$1,229
Lifepath, Inc. MA$1,192
East Texas Baptist University TX$1,190
Ip Pathways LLC IA$1,174
Nhs Northstar, Inc. MN$1,157
Folsom Lake Ford CA$1,148
Ezoic, Inc. CA$1,142
Fin Feather Fur Outfitters, Inc. OH$1,139
Sol Mental Health CO$1,129
Interstate Oil Company CA$1,127
San Joaquin Refining Company, Inc. CA$1,122
The Genoa Banking Company OH$1,118
Awes.Me, Inc. CA$1,088
Scoot Hq, LLC CA$1,070
Korean Community Services CA$1,051
United Cerebral Palsy of Southern Arizona AZ$1,038
Nextgen Climate Action CA$946
Danceone CA$934
Alpine Management Services III, LLC CA$932
Farmers Union Oil Company of Moorhead ND$884
Cohn Restaurant Group, Inc. CA$882
Banko Beverage PA$861
Atlas Navigators, Inc. CO$852
Trove Recommerce, Inc. CA$834
Receivable Solutions LLC SC$832
Astrophysics, Inc. CA$819
The Goodwill Industries of Akron, Ohio, Inc. OH$789
Finlayson Bancshares, Inc. MN$776
Public Media Group of Southern California CA$755
Artesian Homes, Inc. MN$751
Community Action Partnership of Madera County, Inc. CA$745
Incredible Health, Inc. CA$742
Eo Products CA$703
Investeuropa, LLC CA$698
Baja Construction, Inc CA$653
Speedy Management OH$631
Maumee Assembly and Stamping OH$625
Retina Florida Mso, LLC FL$624
Zerofox, Inc. MD$614
Center for Breakthrough Medicines PA$607
National Aviation Academy of Mississippi, Inc. FL$592
Coast Central Credit Union CA$575
Mid-Iowa Community Action, Inc. IA$572
Petersen Automotive Museum Foundation CA$569
Homage, LLC OH$538
Bartz-Altadonna Community Health Center CA$529
Aeries Software Inc CA$524
Milano Restaurants International Corp. CA$519
Urban Remedy, Inc. CA$517
Synergy Orthopedic Specialists, Inc. CA$513
Homeless Health Care Los Angeles CA$501
Extrudex Aluminum, Inc. OH$497
Mason Classical Academy, Inc FL$458
Bbb Orange County, LLC CA$456
Kval, Inc. CA$408
West Coast Drywall and Paint CA$403
Pci Enterprises TX$399
Jackson-Mitchell, Inc. CA$398
Farmers Union Oil Company of Moorhead ND$391
Keslow Camera CA$370
Sacramento Native American Health Center, Inc. CA$330
Pete King Corp NV$312
Siteworks LLC AZ$280
Telecon Design USA Inc UT$277
Eliza Jennings Senior Care Network OH$263
3 Corners Oilfield Services, LLC CO$259
Stigler Health and Wellness Center OK$252
Energy Vault, Inc. CA$248
San Francisco University High School CA$239
Project Open Hand CA$226
Farmers Union Oil Company of Moorhead ND$225
Empower Healthcare Management LLC TX$214
Stone City Products, Inc. IN$207
Kfb Investment Holdings LLC LA$202
Southgate Automotive, Inc. MI$196
Harris Investment Holdings, LLC LA$190
The Pottsville Area Emergency Medical Services, Inc PA$165
The Xcj Corp WA$163
Insultech, LLC CA$158
On Site Management, Inc. MT$157
Kheir Clinic CA$116
Children's Day School CA$110
Galaxy Desserts CA$104
Mainstreet Credit Union KS$103
Northern Eagle Beverage Company, Inc. NJ$102
The Ding Doctor dba Danny's Detail CA$91
Tevora Business Solutions, Inc. CA$74
Nationwide Property & Appraisal Service LLC NJ$67
Ontario Christian School Association CA$64
Vocational Improvement Program CA$60
Motivational Marketing, LLC CA$45
Nextivity, Inc. CA$31
Dual North America, Inc. FL$25
Ruggable LLC CA$24
Mare Island Dry Dock LLC CA$8
Elder Care Alliance CA$2

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