Plan Ledger DOL Form 5500 · updated monthly

FNA INSURANCE SERVICES INCbroker

Benefits brokerage · plan year 2024 · page 2

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
Hfv Opco LLC MI$2,279

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