INSURANCE OFFICE OF AMERICAbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$4.0M

INSURANCE OFFICE OF AMERICA was paid $3,954,827 in commissions and fees across 103 employer benefit plans in 2024, as reported on Schedule A ($415,954 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 30 client planslost 38
won Cascade Chrysler Inc.
won United Against Poverty Inc
won Belcher Pharmaceuticals, LLC.
won Trinity Tile Group, LLC
won R.J. Kielty Plumbing, Heating & Cooling, Inc.
won Porven LTD
lost United Cerebral Palsy of Central Florida
lost Jarrett Ford Dealers
lost Prgx USA, Inc.
lost Stax
lost Palletone, Inc.
lost Numero Uno Acquisition, LLC
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 · 2024103

Flex N Gate Ventra Greenwich IL$300

Scan Design of Florida, LLC FL$23

Northpoint Recovery Holdings LLC ID$16

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the INSURANCE OFFICE OF AMERICA brand.