Plan Ledger DOL Form 5500 · updated monthly

Holmes Murphybroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024
$27.6M

Holmes Murphy was paid $27,570,052 in commissions and fees across 600 employer benefit plans in 2024, as reported on Schedule A ($4,605,650 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 121 client planslost 107

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 · 2024600
Lmc, Inc. OR$69,624
Bank Iowa IA$65,674
Brant Carius IA$63,894
Gordon US, LLC VA$62,992
Wellmark, Inc. IA$59,735
Pando, LLC NE$59,586
Wesleylife IA$58,446
Lloyd, Inc. IA$58,087
Parallel AG IA$58,037
Lean Techniques IA$56,420
Tenaska, Inc. NE$55,457
Dee Zee, Inc. IA$51,277
Frc Balance LLC AZ$50,683
Rm Advisory LLC CO$48,172
Innovance, Inc. MN$45,146
Nebco Inc. NE$45,103
Quantinuum CO$42,676
Duraplas, LP TX$41,212
TJ3, LLC MN$40,642
Re/Spec Inc. SD$39,685

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