PROFESSIONAL GROUP PLANSbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$1.9M

PROFESSIONAL GROUP PLANS was paid $1,914,722 in commissions and fees across 114 employer benefit plans in 2024, as reported on Schedule A ($1,086,604 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 44 client planslost 33
won Coast Counties Truck & Equipment Company, Inc.
won Ion Intermediate Holdings, LLC
won Eleanor Health, Inc.
won The Ocd & Anxiety Treatment Center
won Accurate Box Company, Inc.
won Perfection Servo Hydraulics, Inc.
lost Collins Building Services, Inc.
lost Pigments Services Inc.
lost Equine Sports Medicine & Surgery, P.A.
lost Hawkins Delafield & Wood LLP
lost El Education
lost Sac Incorporated
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 · 2024114
Brotherhood of Locomotive Engineers NC$300,788
Brotherhood of Locomotive Engineers NC$267,398
Liberty Casting Co and Affiliates OH$140,889
Ellington Management Group, L.L.C. CT$76,792
Steel Industries Inc. MI$75,881
Brookdale Hospital Medical Center NY$73,092
Precision Global Consulting, LLC TX$70,110
Veterinary Practice Partners PA$69,071
Pm Pediatrics Management Group, LLC NY$48,301
Arlanxeo USA LLC PA$42,791
Lerner David, LLP NJ$40,843
Fever Labs NY$35,084
Janel Group Inc. NY$34,528
Fast Enterprises, LP CO$32,340
Swk Technologies, Inc. NJ$31,832
Eleanor Health, Inc. MA$31,534
Dicarlo Distributors, Inc. NY$26,479
Gillig LLC CA$26,295
Central Irrigation Supply, Inc. NY$26,241
Fieldpoint Private Bank & Trust CT$25,310
Pelican Management, Inc. NY$24,062
The Bridge, Inc. NY$22,627
Parsons Behle & Latimer UT$22,095
Squaretrade, Inc. CA$20,099
Kenworth Sales UT$18,555
Perfection Servo Hydraulics, Inc. IL$14,600
Pueblo Medical Imaging NV$14,414
Child Development Centers, Inc. PA$13,187
Makerbot Industries, LLC NY$12,748
Fast Enterprises, LP CO$12,516
Innovative Plastics Corporation NY$12,267
Microbac Laboratories, Inc. PA$11,913
Brotherhood of Locomotive Engineers NC$11,310
Oak Haven Management TX$10,285
Weitz & Luxenberg, P.C. NY$9,954
The Kelleher Corporation CA$9,486
Rottler Pest Control Company MO$9,171
Carr Auto Group, Inc. OR$8,500
Life Science Outsourcing, Inc. CA$8,468
Techsmith Corporation MI$8,182
Sure Steel, Inc. UT$7,861
United Overseas Holdings Inc. the Pierre Hotel NY$7,156
Interborough Developmental & Consultation Center NY$6,658
First Commonwealth Financial Corporation PA$6,440
Partnership for Maternal & Child Health of Northern Nj NJ$6,128
Railroad Workers Benefit Foundation UT$6,031
Fast Enterprises, LP CO$5,916
Jarrett Builders, Inc TN$5,761
Henry Schein Financial Services, LLC NY$5,486
Renewal, Inc. PA$5,309
Brotherhood of Locomotive Engineers NC$5,302
Fred Smith Plumbing & Heating NY$4,981
Rsm Electron Power, Inc NY$4,854
Fishbowl Solutions, LLC UT$4,307
Maspeth Federal Savings & Loan Association NY$4,271
Henderson Nevada Chamber of Commerce, Inc. NV$3,995
Viventium Software, Inc. NJ$3,744
Grant Industries NJ$3,236
East Valley Community Health Center, Inc. CA$3,133
Takasago International Corporation U.S.A. NJ$3,129
Accurate Box Company, Inc. NJ$3,067
Brotherhood of Locomotive Engineers NC$2,983
Ion Intermediate Holdings, LLC TN$2,967
Midwest Floor Coverings, Inc UT$2,801
Ptc Alliance LLC PA$2,390
Strategic Value Partners, LLC CT$2,284
Brotherhood of Locomotive Engineers NC$2,176
Coast Counties Truck & Equipment Company, Inc. CA$2,167
Stone Industries NJ$2,073
Salt Lake Brewing Company, LLC UT$2,061
Ultimate Care New York, LLC NY$2,003
Ccarc, Inc CT$1,986
Ryan Herco Flow Solutions CA$1,944
Stark County Community Action Agency OH$1,911
Johannes Leonardo, LLC NY$1,639
Value Line, Inc. NY$1,611
East Bay Agency for Children CA$1,549
Commercial Tire Inc. ID$1,453
The Kamson Corporation NJ$1,435
Smm Facilities Inc CA$1,254
Peckar & Abramson, P.C. NJ$1,176
National Center for Hebrew Language Charter School Excellence NY$1,016
Hillebrand Gori USA, LLC NJ$981
Port Erie Plastics PA$951
The Windward School NY$868
Consolidated Cleaners, Inc. FL$854
V.J. Technologies Inc. NY$842
Keches Law Group, P.C. MA$820
Mailing Services of Pittsburgh, Inc. PA$806
Anine Bing Corporation CA$793
Urban Dove Inc. NY$777
J & K Ingredients LLC NJ$656
On Your Mark, Inc. NY$648
Arrow Electric, Inc. PA$641
The Ocd & Anxiety Treatment Center UT$633
Value Line, Inc. NY$632
Cello & Maudru Construction Company, Inc. CA$599
Slater Slater Schulman LLP NY$591
The Posse Foundation NY$585
Mad Anthonys, Inc. WA$517

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the PROFESSIONAL GROUP PLANS brand.