Plan Ledger DOL Form 5500 · updated monthly

GIS BENEFITS INC.broker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024
$3.8M

GIS BENEFITS INC. was paid $3,810,471 in commissions and fees across 351 employer benefit plans in 2024, as reported on Schedule A ($1,513,230 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 181 client planslost 113

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 · 2024351
Ptr Group, LP PA$4,153
Inpwr, Inc. IN$3,057
Akrf, Inc. NY$2,586
Horicon Bank WI$2,526
Oxarc, LLC WA$1,888
Porter-Leath TN$1,434

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