Plan Ledger DOL Form 5500 · updated monthly

M3 INSURANCE SOLUTIONS INCbroker

Benefits brokerage · plan year 2024 · page 2

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
Ipmf, LLC WI$29,453
Hiebing WI$26,364
Koru Health LLC WI$24,171
Bergstrom, Inc. IL$23,762
Neb Corporation WI$18,678
Bevara, Inc. WI$18,371
Aspirus Inc. WI$14,098
Cmd Corporation WI$13,150
Citizens Bank WI$12,911
Wixon, Inc WI$12,342
Range Bank MI$11,910
Koru Health LLC WI$10,665
Ipsen Inc. IL$7,974

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