OneDigitalbroker

Benefits brokerage · plan year 2024 · page 4

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
won Welser Profile North America, LLC
won The Advocacy Alliance
won Techdata Service Company LLC
won Krg Education Services
won Advanced Vet Care
won Tritium Power Solutions Inc.
lost Orthoatlanta
lost Northpark Management Company
lost Protect Controls, Inc.
lost Corporate Interiors, Inc.
lost Meadows & Ohly, LLC
lost Curbs Plus, Inc.
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
Equisoft Inc. PA$4,457
Emerson Group PA$4,423
Watermill Express, LLC CO$4,353
Lyons, Doughty & Veldhuis PC NJ$4,335
Arett Sales Corporation NJ$4,300
Eastern Radiologists, Inc. NC$4,296
Woodward McCoach Inc. PA$4,280
Hoffman & Hoffman, Inc. NC$4,275
The Intersect Group GA$4,260
Millcraft Investments, Inc. D/B/A Piatt Companies PA$4,225
The Intersect Group GA$4,220
Tennoca Construction Company NC$4,219
Techdata Service Company LLC PA$4,176
Cablesouth Construction LLC TN$4,174
Msc Development, Inc. NC$4,149
Obermayer Rebmann Maxwell & Hippel LLP PA$4,114
Inline Plastics Corp CT$4,090
Cavan Construction Company, Inc. PA$4,076
Path Robotics, Inc OH$4,040
Highland Paving Co., LLC NC$4,036
Stepowoy Enterprises LLC OH$4,020
Washoe County Medical Society NV$3,991
Krg Education Services OH$3,901
Penn Manufacturing Industries Inc. PA$3,893
The 1916 Company PA$3,838
Bankers Financial Corporation FL$3,812
N2Y LLC OH$3,800
Excel Orthopaedic Specialists, Inc. MA$3,785
Union Beverage Packers, LLC NJ$3,785
Ymca of Western North Carolina NC$3,731
Northeast Arc, Inc. MA$3,716
Dental Arts Group South Philadelphia PA$3,713
Walsh Jesuit High School OH$3,664
R H Moore Company Inc SC$3,658
The Lewis Group, Inc. PA$3,627
Fitzmaurice Community Services, Inc PA$3,619
Lift Solutions Holdings, LLC WI$3,597
C & J Tire Service, Inc. PA$3,580
Wireway/Husky Corp NC$3,572
Adb Companies, Inc. MO$3,531
Hicuity Health, Inc. MO$3,524
Samaritan Healthcare & Hospice NJ$3,490
The Los Angeles Film School CA$3,483
Tinius Olsen Testing Machine Co, Inc. PA$3,458
Surety Title Company, LLC NJ$3,436
Larc School, Inc. NJ$3,421
Foundation Title, LLC NJ$3,418
Jost Chemical Co. MO$3,399
Riley Sales, Inc. PA$3,391
Spuntech Industries, Inc. NC$3,386
Wagner Spray Tech Corporation MN$3,385
Avo Photonics, Inc. PA$3,381
Freedom Credit Union PA$3,335
Carelink Community Support Services PA$3,294
Emerson Group PA$3,274
Weiss Asset Management LP MA$3,265
Verve Therapeutics, Inc. MA$3,255
Truvista Communications Inc SC$3,243
Shuford Yarns, LLC NC$3,229
Lt Foods Americas, Inc. CA$3,201
Stokes Healthcare, Inc. NJ$3,199
Denney Electric Supply of Ambler, Inc. PA$3,173
Lee County Electric Cooperative, Inc. FL$3,165
Firstlight Power Services LLC MA$3,165
Paul Cuffee School RI$3,146
Provider Partners Management Services LLC MD$3,144
The Los Angeles Film School CA$3,129
Valor Management LLC IL$3,107
Agenus Inc. MA$3,085
Hopephl PA$3,081
New Mountain Capital, LLC NY$3,066
Lycoming Clinton Counties Commission for Community Action Step, Inc. PA$3,056
Modern Dental America Holding, Inc. MI$3,056
Community Health Network of Connecticut, Inc. CT$3,038
Suleiman Restaurants Inc FL$3,037
Forsyth Country Club NC$3,026
US Health Management Partners LLC MD$2,949
Gemini Bakery Equipment Company PA$2,915
All Chemical Transport NJ$2,910
Dewinter Group, Inc. CA$2,901
Taxing Authority Consulting Serv VA$2,899
Schwegman, Lundberg & Woessner, P.A. MN$2,887
Wistia, Inc. MA$2,864
Shipt, Inc. AL$2,863
Gaylord, Inc. NC$2,811
Welser Profile North America, LLC OH$2,802
Stratos Wealth Partners OH$2,800
Case Paper Company, Inc. NY$2,774
The Price Organization, Inc. DE$2,770
J. C. Steele and Sons, Inc. NC$2,685
Cape Fear Academy, Inc NC$2,672
Paramount Apparel International MO$2,658
Interactions LLC MA$2,658
Edmunds Govtech, Inc. NJ$2,653
Carroll Fulmer Logistics Corporation FL$2,633
Canopy Safety Brands, LLC NC$2,565
Stratos Wealth Partners OH$2,560
Childfund International USA VA$2,523
Timex Group USA, Inc. CT$2,518
Wisconsin Public Service Corporation (Wpsc) WI$2,445

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