Plan Ledger DOL Form 5500 · updated monthly

NFPbroker

Benefits brokerage · plan year 2024 · page 4

Reported compensation · 2024
$101.5M

NFP was paid $101,454,480 in commissions and fees across 1,892 employer benefit plans in 2024, as reported on Schedule A ($23,101,668 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 411 client planslost 499

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 · 20241,892
BANK7 OK$94,041
Navisite, LLC MA$93,711
Lumistry, Inc. TX$90,398
T W Vending WI$89,500
Mesa Global NC$88,190
Dssv, Inc. CA$86,207
Epic Io SC$85,064
Central Valley CA$83,526
Ocient Inc IL$83,294
R Bank Texas TX$78,993

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