Plan Ledger DOL Form 5500 · updated monthly

NATIONAL BENEFIT CENTERbroker

Benefits brokerage · plan year 2024 · page 4

Reported compensation · 2024
$1.2M

NATIONAL BENEFIT CENTER was paid $1,246,630 in commissions and fees across 371 employer benefit plans in 2024, as reported on Schedule A ($1,245,319 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 110 client planslost 285

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 · 2024371
Pathstone NY$118
Dci Inc NH$47

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the NATIONAL BENEFIT CENTER brand.