Plan Ledger DOL Form 5500 · updated monthly

GIS BENEFITS INCbroker

Benefits brokerage · plan year 2024 · page 7

Reported compensation · 2024
$11.6M

GIS BENEFITS INC was paid $11,620,369 in commissions and fees across 946 employer benefit plans in 2024, as reported on Schedule A ($5,660,385 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 385 client planslost 344

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 · 2024946
D&A McRae Inc UT$3,819
Quecon, Inc. VA$3,658
Savio House CO$3,540
Mc Painting CA$3,434
Jenco Inc AZ$3,412
Telarus LLC UT$3,120
Phalcon, LTD CT$3,108
Stt, Inc MI$2,509
Sma, LLC MN$2,479

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