Plan Ledger DOL Form 5500 · updated monthly

GIS BENEFITS, INC.broker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024
$8.8M

GIS BENEFITS, INC. was paid $8,803,182 in commissions and fees across 642 employer benefit plans in 2024, as reported on Schedule A ($4,673,381 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 325 client planslost 161

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 · 2024642
Alphasix VA$10,410
Appcast, Inc. NH$10,015
Dc Dyna, Inc VA$9,521
Gongos, LLC MI$9,313
Mashburn, LLC GA$9,143
Avcon, Inc. FL$9,067
Envocore, LLC MD$8,810
Bww, Inc. AL$8,767
Vae VA$8,489

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