MELTZER GROUP INCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$5.1M

MELTZER GROUP INC was paid $5,059,637 in commissions and fees across 130 employer benefit plans in 2024, as reported on Schedule A ($1,882,357 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 49 client planslost 52
won Whitman-Walker Health
won Gunnison Consulting Group, Inc.
won Dvl Group, Inc.
won Dynamic Service Solutions
won Ariosa & Company, LLC
won Communities in Schools National Office
lost Shulman, Rogers, Gandal, Pordy & Ecker, P.A.
lost Southern Maryland Electric Cooperative, Inc
lost National Public Radio
lost Newcastle Limited
lost Dataprise Inc.
lost Mary's Center for Maternal and Child Care
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 · 2024130
Nci Information Systems Inc VA$3,196
Euphemia L. Haynes Public Charter School, Inc. DC$3,096
Augustine Consulting, Inc. NJ$3,062
Dvl Group, Inc. PA$2,857
Lenape Valley Foundation PA$2,503
Global Technology Associates, LLC and Nextgen Global Resources, LLC VA$2,492
Westbank Fishing, LLC LA$2,411
Bernstein Management Associates, Inc. DC$2,339
Ariosa & Company, LLC MD$2,227
Gregory Pharmaceutical Holdings, Inc. TN$2,139
Public Policy Holding Company, Inc DC$2,037
The Reinvestment Fund PA$1,963
Bluestone Insourcing Solutions, VA$1,529
Public Policy Holding Company, Inc DC$1,483
Share Our Strength DC$986
Special Olympics, Inc. DC$951
Clarity Innovations, LLC MD$940
Advanced Technologies and Laboratories International, Inc. MD$907
Builders Warehouse, Inc. NE$903
The Lab School of Washington DC$841
Sectek, Inc VA$720
Cornerstone Montgomery, Inc. MD$684
Adc Management Services, Inc. CO$628
Aegis Enterprises, Inc. CA$459
Tempur Sherwood, LLC FL$397
Public Policy Holding Company, Inc DC$376
Culbertson Company of Virginia, LLC VA$327
The Swift Group, LLC VA$97
No Tears Learning, Inc. MD$72
Shulman Rogers, P.A. MD$65

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