PLANSOURCE BENEFITS ADMINISTRATIONbroker

Benefits brokerage · plan year 2024 · page 2

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
won Tritium Power Solutions Inc.
won Papa, Inc.
won Avalon Health Care, Inc.
won Morris Hospital & Healthcare Centers
won Alto Pharmacy, LLC
won Isco Industries, Inc.
lost Brookfield Hospitality Properties, LLC
lost Patelco Credit Union
lost Extenet Systems, LLC
lost Calendly LLC
lost Ep Energy Global LLC
lost Spectrum Retirement Communities LLC and Subsidiaries
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
Vsc Fire & Security, Inc. VA$4,515
Building Material Distributors, Inc. CA$4,514
Riviera Country Club of Coral Gables, Inc. FL$4,388
Interactive Communications International, Inc. GA$4,361
Thompson Hine LLP OH$4,347
Pm Hotel Group MD$4,318
The Select Group NC$4,281
A.M. Castle & Co. IL$4,121
Odyssey Systems Consulting Group, LTD MA$3,907
Sierra Pacific Mortgage CA$3,900
Csc Serviceworks, Inc. NC$3,874
Revlon Consumer Products LLC NY$3,860
Heartflow, Inc. CA$3,701
Howard County General Hospital MD$3,595
Synagro Technologies, Inc. MD$3,467
Homeservices of America, Inc. MN$3,332
Alto Pharmacy, LLC CA$3,329
Morehouse College GA$3,234
Carlisle Capital and Affiliated Companies NH$3,208
Tritium Power Solutions Inc. TN$3,192
Acuity, Inc. VA$3,159
Polydeck Screen Corporation SC$3,154
Barilla America, Inc IL$3,103
Sibley Memorial Hospital DC$3,099
Bentley Systems Inc PA$3,080
Majesco NJ$3,074
Presbyterian Manors of Mid-America, Inc. KS$3,073
Baillie Lumber Co. LP NY$3,040
Thompson Coburn LLP MO$3,027
Foreflight LLC TX$3,009
Avalon Health Care, Inc. UT$3,005
Cascade Drilling, LP WA$3,002
Suburban Hospital MD$2,953
Rivers Portsmouth Gaming, LLC dba Rivers Casino Portsmouth VA$2,919
Young Men's Christian Association of Greater Charlotte NC$2,876
Orthoalliance OH$2,859
Murchison & Cumming CA$2,858
Cannon Design, Inc. NY$2,842
United Fire & Casualty Co IA$2,816
Real Time Technologies LLC dba RT2 FL$2,815
Brp US Inc. WI$2,801
Cti Clinical Trial Services, Inc. KY$2,792
Crestron Electronics, Inc. NJ$2,785
Netgear, Inc. CA$2,767
Niemann Foods Inc IL$2,766
Spire Hospitality, LLC TX$2,756
Ferrero USA Inc. NJ$2,688
Leedsworld, Inc. PA$2,555
Intercontinental Terminals Company LLC TX$2,526
Lowe Enterprises, Inc. CA$2,322
Capitol Indemnity Corporation WI$2,274
Midamerican Energy Company IA$2,244
Neenah Foundry Company WI$2,208
Pla Buyer, LLC TX$2,121
Karsten Manufacturing Corporation AZ$2,044
Fedway Associates, Inc. NJ$1,992
Interpool, Inc. dba Trac Intermodal NJ$1,922
A.T. Still University of Health Sciences MO$1,834
Dacotah Banks, Inc. SD$1,820
Furnitureland South, Inc. NC$1,814
Turnitin, LLC CA$1,778
Dexter Magnetic Holdings, LLC IL$1,763
Gainsight, Inc. CA$1,757
Lake Regional Health System MO$1,722
Ilpea Industries, Inc. IN$1,712
Warren Wilson College NC$1,596
Motion & Flow Control Products, Inc CO$1,590
Aqua Finance, Inc. WI$1,587
Jellyvision Lab, Inc. IL$1,583
Summit Behavioral Healthcare, LLC TN$1,471
Nc Employment Group, Inc. FL$1,423
Panzura, LLC CA$1,317
W.B. Moore Company of Charlotte, Inc NC$1,312
Flanders Electric Motor Service LLC IN$1,241
Health & Palliative Services of the Treasure Coast FL$1,217
Atc Hotel Management LLC MN$1,163
Johns Hopkins Bayview Medical Center Inc. MD$1,135
Riva Solutions, Inc. VA$1,119
Renaissance Lakewood LLC NJ$1,084
Anderson Equipment Company PA$1,080
Valley Behavioral Health UT$1,077
Salk Institute for Biological Studies CA$1,066
Foodland Super Market, LTD HI$1,064
Southcoast Medical Group, LLC GA$987
Perfetti van Melle USA, Inc. KY$970
American Radiology, LLC TX$944
Hella Corporate Center USA, Inc. MI$921
Propel Schools, Inc. PA$871
Midamerican Energy Company IA$858
J.C. Cannistraro, LLC MA$834
Savannah Country Day School, Inc. GA$801
Arcturus Therapeutics, Inc. CA$787
Starkey Laboratories, Inc. MN$785
Touro University NY$767
Plansource Financial Services, Inc. FL$746
Amcp Clean Acquisition Company, LLC D/B/A Purestar Linen Group PA$729
Addepar, Inc. CA$704
Radiology Partners Matrix, PLLC TX$703
Spinal Elements, Inc. CA$698
Cim Group, L.P. CA$689

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