M3 INSURANCE SOLUTIONS INCbroker

Benefits brokerage · plan year 2024 · page 3

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
won Benevolent Corporation Cedar Community
won Frank Liquor Company, Inc.
won Complete Office of Wisconsin
won Coakley Brothers Company, Inc.
won Thedacare Inc.
won Gordon Aluminum Industries, Inc.
lost Citizens Community Federal National Association
lost Placon Corporation
lost Metcalfe Markets, Inc.
lost Green Bay Converting Inc
lost Dennis Kirk, Inc.
lost The Mason Companies Inc.
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
Bethany St. Joseph Corporation WI$7,841
Ayres Associates Inc. WI$7,745
Hartung Brothers, Inc. WI$7,534
Burnett Dairy Cooperative WI$7,457
Bergstrom, Inc. IL$7,393
Clarity Care, Inc. WI$7,191
Sellars Absorbent Materials, Inc. WI$7,093
Triosim Corporation WI$7,041
Mason Companies, Inc WI$7,019
Idm Group, LLC WI$6,967
United Lutheran Program for the Aging, Inc. D/B/A Luther Manor WI$6,966
Msp Real Estate, Inc. WI$6,882
Stein Garden Centers, Inc. WI$6,185
Infinity Machine & Engineering Corp. WI$6,000
Smart Motors, Inc. WI$5,997
Lincoln Contractors Supply, Inc. WI$5,518
J&M Plating, Inc. IL$5,153
Tweet/Garot Mechanical, Inc. WI$5,030
Stevens Construction Corp. WI$5,007
St. Camillus Health System, Inc. WI$4,844
Wilderness Development Corporation D/B/A Wilderness at the Smokies TN$4,669
Gee Papa Enterprises, Inc. MI$4,444
Olympus Group, Inc. WI$4,381
Wisconsin Farm Bureau Federation Cooperative WI$4,265
Complete Office of Wisconsin, Inc. WI$4,219
The Park Bank WI$4,198
Kalmbach Media Co. WI$4,168
Heartland Business Systems, LLC WI$4,135
Ver Halen, Inc. WI$4,107
Wisconsin Manufacturers and Commerce, Inc. WI$3,942
Complete Office of Wisconsin, Inc. WI$3,850
Access Community Health Centers WI$3,792
Complete Office of Wisconsin WI$3,777
Radius Packaging, Inc. WI$3,719
G3 Industries Inc WI$3,500
Cousins Subs Systems, Inc. WI$3,342
Hartung Brothers, Inc. WI$3,244
Koru Health LLC WI$3,099
Crown Cork & Seal Company, Inc. PA$2,934
Shared Medical Services, Inc. WI$2,799
Mra - the Management Association, Inc. WI$2,573
Heartland Technology Group, Inc WI$2,526
Congregational Home, Inc. WI$2,497
University of Wisconsin Credit Union WI$2,383
Gordon Aluminum Industries, Inc. WI$1,831
Sartori Company WI$1,695
Bergstrom Inc. IL$1,486
Koru Health LLC WI$1,436
Carew Concrete & Supply Co., Inc. WI$1,349
Riesterer & Schnell, Inc. WI$1,289
Exactech Holdings Inc WI$1,262
Palmer Hamilton, LLC WI$1,139
Coakley Brothers Company, Inc. WI$1,054
Leadcar Systems, Inc. WI$997
Bergstrom Inc. IL$968
Morgridge Institute for Research, Inc. WI$848
Johnson Health Tech North America, Inc. WI$739
L & S Electric, Inc. WI$724
The Vollrath Company LLC WI$708
Johnson Health Tech Retail, Inc. WI$683
Burnett Dairy Cooperative WI$593
Mt Olympus Enterprises Inc WI$525

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