Plan Ledger DOL Form 5500 · updated monthly

GIS BENEFITS, INC.broker

Benefits brokerage · plan year 2024 · page 4

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
Tdn Aso, LLC FL$7,376
Marketbridge MD$6,985
Quecon, Inc. VA$6,443
Sunmed LLC MI$6,105
Keltec, Inc. OH$5,348
Shl US LLC MN$5,028
Genasys, Inc. CA$4,964
Le'Fant, LLC VA$4,739
Boneal, Inc. KY$4,685
Air Pros, LLC FL$4,561

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