PAYCHEX INSURANCE AGENCY, INC.broker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$2.8M

PAYCHEX INSURANCE AGENCY, INC. was paid $2,796,929 in commissions and fees across 105 employer benefit plans in 2024, as reported on Schedule A ($383,911 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 45 client planslost 51
won National Property Management Associates, Inc.
won Cherry Tree Dental LLC
won The Medical Imaging PARTNERSHIP-JAX1, LLC
won Abrams Airborne Manufacturing, Inc.
won Orotex Corporation
won Families and Communities Rising, Inc.
lost Storage Cap Leasing LLC
lost Bdp Management
lost Seah Steel USA LLC
lost First American Commercial Bancorp, Inc.
lost Ixsystems
lost Moss Management Services, 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 · 2024105
Graceland Management Services, LLC KY$376
Settlement Housing Fund NY$311
World Bioproducts LLC WA$275
Garrison Management Group, LLC MO$94
F.F. Thompson Health System, Inc. NY$9

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