Plan Ledger DOL Form 5500 · updated monthly

Holmes Murphybroker

Benefits brokerage · plan year 2024 · page 4

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
Aliri USA, Inc. CO$19,850
TJ3, LLC MN$19,118
Seneca Tank IA$19,051
Valtir, LLC TX$16,639
Altus Tyt, LLC TX$16,205
Wellspire, LLC IA$15,850
Fagen, Inc. MN$14,471
Bcv Social, LLC IL$13,481
Usc, LLC KS$13,438
Accu-Mold LLC IA$13,088
Midtex Oil, LP TX$12,102

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