FMLASOURCE INCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$1.5M

FMLASOURCE INC was paid $1,473,811 in commissions and fees across 114 employer benefit plans in 2024, as reported on Schedule A ($1,464,101 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 37 client planslost 33
won Poet, LLC
won Billingplatform Corp
won Realterm US, Inc.
won Aliri USA, Inc.
won Hcw Management Consultants, LLC
won Pieper Houston Electric, LP
lost Mh Equipment Corporation
lost Lymi, Inc. dba Reformation
lost Skillstorm Commercial Services, LLC
lost Uptake Technologies, Inc.
lost Veritext
lost Neogen Corporation and Subsidiaries
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 · 2024114
Knight Office Solutions TX$3,011
Marlborough School CA$2,843
Cal-Coast Machinery, Inc. CA$2,692
Neurosurgical Associates, LTD AZ$2,550
Progress Lighting, LLC SC$2,541
Schoeller-Bleckmann America, Inc. TX$2,348
Legacy National Bank AR$2,326
A-Lign Compliance and Security FL$2,293
Billingplatform Corp CO$2,262
Chicago Sun-Times Media, Inc. IL$2,254
Advario North America, LLC TX$2,231
Server Products WI$1,745
Beacon Day School CA$1,325
Mercury Print Productions Inc. NY$812

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