Plan Ledger DOL Form 5500 · updated monthly

OneDigitalbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$9.3M

OneDigital was paid $9,255,008 in commissions and fees across 574 employer benefit plans in 2024, as reported on Schedule A ($2,815,396 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 174 client planslost 192

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 · 2024574
Ciox Health, LLC AZ$100,859
Quadax, Inc. OH$88,384
Ingenuity Prep DC$84,006
Bach Team UT$77,146
Native Seed UT$50,897
Onbe, Inc PA$37,104
Ubisoft, Inc. CA$31,878
Imcd US, LLC OH$30,791
Alianza, Inc. UT$26,794
Bescast, Inc. OH$23,542

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