Plan Ledger DOL Form 5500 · updated monthly

M3 INSURANCE SOLUTIONS INCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$8.7M

M3 INSURANCE SOLUTIONS INC was paid $8,708,375 in commissions and fees across 262 employer benefit plans in 2024, as reported on Schedule A ($1,807,204 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 46 client planslost 40

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 · 2024262
Stella & Chewy's WI$154,280
Ultratec, Inc. WI$136,001
Wis-Pak, Inc. WI$99,214
Oneida Nation WI$93,245
Thedacare Inc. WI$76,433
J.F. Ahern Co. WI$68,767
Gilson, Inc. WI$67,879
Reinders, Inc. WI$66,633
Derse, Inc. WI$57,300
Laforce, LLC WI$55,950
Renewaire, LLC WI$48,423
McC, Inc. WI$46,648
Derse, Inc. WI$43,974
Ariens Company WI$43,902
Tellurian, Inc. WI$43,097
Metal-Era, LLC WI$42,535
Tellurian, Inc. WI$42,064
Bergstrom, Inc. IL$34,787
Serigraph Inc. WI$34,477
Broadwind, Inc. IL$33,526
Kcs Companies WI$30,223

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the M3 INSURANCE SOLUTIONS INC brand.