Plan Ledger DOL Form 5500 · updated monthly

OneDigitalbroker

Benefits brokerage · plan year 2024 · page 5

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
Ulse Inc. IL$2,159
SAI360 Inc. IL$2,157
Carbon, Inc. CA$2,040
Kval, Inc. CA$1,835
Lumivero, LLC CO$1,817
Si-Bone, Inc. CA$1,536
Torrco CT$1,248
Xerimis NJ$925

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