Plan Ledger DOL Form 5500 · updated monthly

PLANSOURCE BENEFITS ADMINISTRATIONbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.9M

PLANSOURCE BENEFITS ADMINISTRATION was paid $2,860,130 in commissions and fees across 251 employer benefit plans in 2024, as reported on Schedule A ($1,991,095 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 115 client planslost 157

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 · 2024251
Orgill, Inc. TN$46,345
Rpm Living, LLC TX$26,650
Slm Corporation DE$24,691
Slm Corporation DE$24,691
Ameris Bank GA$21,981
Empath Health FL$19,450
Deem LLC IN$19,261
Aeroflow, Inc. NC$18,324
Townebank VA$17,545
Wesleylife IA$15,830
Symrise Inc. NJ$12,871
Churchill Downs KY$11,592
Bpm LLP CA$9,000
Envista, LLC IN$7,196
C3.AI, Inc. CA$6,651
Bkf Engineers CA$5,160
Papa, Inc. FL$4,713

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