OneDigitalbroker

Benefits brokerage · plan year 2024 · page 6

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
Mulholland Energy Services, LLC TX$858
Trustees of the Sheet Metal Workers Local 44 PA$857
Easter Seal Rehabilitation Center of Greater Waterbury, Inc. CT$843
Southern Regional Education Board GA$832
Neutron Shiners LLC GA$814
Williams College MA$807
Amz Manufacturing Corporation PA$805
Brunswick Auto Mart Welfare Benefit Plan OH$801
Collegiate Charter School of Lowell MA$772
Salem Community Hospital OH$769
Sterling and Francine Clark Art Institute MA$758
United Association of Journeymen Health & Welfare Fund PA$750
La-Co Industries, Inc. IL$736
Advanced Vet Care SC$731
Lehigh Valley Center for Independent Living, Inc. PA$721
Paramount Transportation Logistics Services, LLC FL$707
Joby Aero, Inc. CA$693
Xtra Corporation MO$680
Epsilon, Inc. NC$677
Oportun CA$668
Salisbury School, Inc. CT$654
The Intersect Group GA$639
Industrial Air Flow Dynamics, Inc. TX$627
The Advocacy Alliance PA$613
I.C. Thomasson Associates, Inc. TN$610
Baber's, Inc. MS$602
Oliver Sprinkler Co., Inc. PA$588
Laradon Hall Society for Exceptional Children and Adults CO$576
Mount Laurel Veterinary Services NJ$572
Src Elastomerics, Inc. PA$570
Four Two Services LLC dba Empire Steel Erectors TX$556
Coriell Institute for Medical Research, Inc NJ$541
Erickson Immigration Group VA$519
Elkamet NC$487
Keen Compressed Gas Co. DE$458
Ignyte Group, Inc. VA$452
Haribo of America, Inc. IL$447
Brandywine Counseling & Community Service DE$442
Druid Hills Golf Club GA$425
Wrike, Inc. CA$419
Buckeye Relief, LLC OH$416
Administrative Control Services, Inc. VA$387
Scrub Daddy Inc. NJ$382
Tsg Finishing, LLC NC$349
Sitetracker, Inc. NJ$336
ANALYTICS8, LLC IL$332
Alliance Medical Products, Inc. CA$288
Southland Imports, Inc. dba Suntrup Automotive MO$276
Scranton Primary Health Care Center PA$260
Spuntech Industries, Inc. NC$240
Gap International, Inc. PA$218
Gap International, Inc. PA$218
Goodwin Wright Inc GA$195
Americhoice Federal Credit Union PA$179
Fortitude Group Services, Inc. NJ$178
Greyson Clothiers, LLC MI$176
Goodway Technologies Corporation CT$157
Advanced Sciences and Technologies, LLC NJ$151
Adams County Regional Medical Center OH$145
Csc Generation Holdings, LLC IL$115
Miami Automotive Retail, Inc. FL$106
See Forever Foundation DC$100
Berger Montague PC PA$60
Geodis Logistics, LLC TN$50
Css, Inc. VA$50
Tinuiti Inc. PA$50
Kph Healthcare Services, Inc. NY$50
Solmax Geosynthetics, LLC TX$50
Tritium Power Solutions Inc. TN$50
Precisely Software Incorporated MA$50
O'Fallon Casting MO$40
The Public Library of Youngstown & Mahoning County OH$22
Brookville Enterprises, Inc. and Subsidiaries OH$19
Clarence Davids & Company IL$3

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