FILICE INSURANCE SERVICES LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$4.7M

FILICE INSURANCE SERVICES LLC was paid $4,659,680 in commissions and fees across 104 employer benefit plans in 2024, as reported on Schedule A ($267,900 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 28 client planslost 31
won Mission Action, Inc.
won Abbott, Stringham & Lynch
won Hunt & Sons LLC
won Hall Financial Group, LTD
won Prime Administration LLC Prime Group
won Ibase of Fairfield County, LLC
lost Lifehouse Agency
lost Meyer Sound Laboratories, Inc.
lost Dolores Street Community Services
lost Trinity Management Services
lost Unigen Corporation
lost Enrollease, Inc.
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 · 2024104

Mark David Levine, M.D., P.C. CA$142

Community Psychiatry Management, LLC CA$142

Pacific Coast Sales and Service Inc CA$108

Early Development Services CA$106

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