Plan Ledger DOL Form 5500 · updated monthly

FNA INSURANCE SERVICES INCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.9M

FNA INSURANCE SERVICES INC was paid $2,863,946 in commissions and fees across 150 employer benefit plans in 2024, as reported on Schedule A ($1,898,551 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 55 client planslost 50

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 · 2024150
Alvest (USA) LLC CT$140,283
Kaseya US, LLC FL$104,436
Flushing Bank NY$62,300
Medialab.Ai Inc CA$48,496
Worldquant, LLC CT$45,734
Eden Opco NC$44,499
Albatrans, Inc. NY$43,639
Tunecore Inc. NY$38,769
Ivy Healthcare FL$32,878
Foodware, LLC NJ$30,310
Bestpass Inc NY$28,561
Geriscript, LLC NJ$27,400
Sjb Group, Inc. NJ$24,815
Desmarais, LLP NY$24,740
Beekman 1802 NY$24,122
Ash People LLC NY$18,972
Trustco Bank NY$18,263
Kirchain, Inc. NY$16,628
Fingercheck LLC NY$12,676
In Flight, Inc. NY$11,357
Hope House NY$9,534
Exiger, LLC NY$5,781

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