Plan Ledger DOL Form 5500 · updated monthly

GIS BENEFITSbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024
$2.4M

GIS BENEFITS was paid $2,401,390 in commissions and fees across 234 employer benefit plans in 2024, as reported on Schedule A ($1,734,257 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 94 client planslost 89

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 · 2024234
Gadabout, Inc AZ$6,669
Seamar LLC LA$2,645
Ohi ME$2,493

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