PLANSOURCE BENEFITS ADMINISTRATIONbroker

Benefits brokerage · plan year 2024 · page 3

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
Dacotah Banks, Inc. SD$687
The Widewaters Group NY$652
W.D. Larson Companies LTD Inc. MN$620
Cosway Company, Inc. CA$561
Denison University OH$554
Wiregrass Construction Company, Inc. AL$547
Singleton Associates, P.A. TX$531
Grand Savings Bank OK$526
Transportation Management Group, Inc. dba Wilson Logistics MO$491
Netbase Solutions, Inc. CA$474
North Arkansas Regional Medical Center AR$468
Jk Moving Services VA$461
Friend Family Health Center, Inc. IL$459
Bayview Msr Opportunity Corp FL$439
Orthopedic Surgeons, LTD. dba Orthopedic Institute of Pennsylvania PA$426
The Doctors Management Company CA$426
1661, Inc. CA$418
Specialists in Medical Imaging, S.C. TX$362
Lcor Incorporated PA$352
Trulucks Restaurant Group, LTD TX$341
Checkered Flag Motor Car Company, Inc. VA$331
Vonage Holdings Corp. NJ$329
Cementation USA, Inc. UT$305
Piedmont Health Services NC$303
Advanced Energy Industries, Inc. CO$303
Emery Sapp Construction, Inc. and Subsidiaries MO$267
Easterseals Northeast Central Florida FL$259
Regis Corporation MN$258
Oakwood Village University Woods Homes, Inc. WI$238
1/ST LLC dba the Stronach Group $227
Precision, Inc. IA$213
The Macomb Group Inc MI$204
Wolfgang Operations, LLC PA$203
Wichita Center for Graduate Medical Education Inc. KS$201
Menno Haven, Inc. PA$198
Family Centered Services of Alaska, Inc. AK$193
Austin Radiological Association, P.A. TX$174
Elkay Plastics Co., Inc. CA$153
Sunrise Brands LLC CA$117
Gallivan, White & Boyd, P.A. SC$111
Pentagon Federal Credit Union VA$105
Cyclone Drilling Inc WY$103
Crm Management, LLC FL$89
Cove Point Lng, LP IA$84
Mercy Flight, Inc. NY$78
Homestead Funding Corp NY$40
Erco Worldwide Inc. GA$38
Consolidated Precision Products Corp. OH$28
Symphonyai, LLC CA$25
Consilio, LLC DC$9
Metallus Inc. OH$4

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