Plan Ledger DOL Form 5500 · updated monthly

OneDigitalbroker

Benefits brokerage · plan year 2024 · page 2

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
Gelest, Inc. PA$20,450
Soprema, Inc. OH$17,552
Grube Inc. OH$15,989
Intellicor LLC PA$12,459
Onecbi, LLC NC$11,640
Benedictine MN$11,575
Cmc Group, Inc. OH$10,854
Mrs Bpo, LLC NJ$10,597
Execupower LLC PA$10,480
Msc, Inc. NC$10,478
M.P.N., Inc. PA$9,385

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