PCF INSURANCE SERVICES OF THE WESTbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$5.3M

PCF INSURANCE SERVICES OF THE WEST was paid $5,291,257 in commissions and fees across 101 employer benefit plans in 2024, as reported on Schedule A ($1,315,122 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 32 client planslost 32
won Big Fish Automation
won Pcf Insurance Services of the West, LLC
won American Fork City
won Mission Bank
won Quantum Residential, Inc.
won Con-Vey, LLC Welfare Benefit Plan
lost Delap LLP
lost Foreland Refining
lost Dodge Logging, Inc.
lost Pyramid Technology Solutions, Inc.
lost Regency Enterprises, Incorporated
lost Community Housing Innovations
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 · 2024101

Direct Marketing Solutions, Inc. OR$1

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the PCF INSURANCE SERVICES OF THE WEST brand.