Plan Ledger DOL Form 5500 · updated monthly

GI GEORGE PARENT LPbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$709K

GI GEORGE PARENT LP was paid $709,051 in commissions and fees across 187 employer benefit plans in 2024, as reported on Schedule A ($586,653 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 143 client planslost 23

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 · 2024187
Ooma, Inc. CA$7,867
Mobotrex IA$5,196
Child Inc. TX$4,837
Lcg, Inc. MD$4,227
Ateeco, Inc. PA$3,991
Cprime TX$3,895
Afry USA, LLC WI$2,926
Abip, P.C. TX$2,913
Bank of Marin CA$2,162
Enervise LLC OH$1,957

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