Plan Ledger DOL Form 5500 · updated monthly

Holmes Murphybroker

Benefits brokerage · plan year 2024 · page 5

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
One Vision IA$8,230
Clarios, LLC WI$7,425
Wesleylife IA$7,238
Hilti, Inc OK$7,052
Hilti, Inc OK$6,829
Shiftkey, LLC TX$5,833
Cdi, LLC IA$5,793
Whks & Co. IA$4,921
Evs, Inc. MN$4,792
Encoura, LLC TX$4,390
Barkley, LLC MO$4,333
Wescom, Inc. MN$4,076
Wescom, Inc. MN$3,729

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