Plan Ledger DOL Form 5500 · updated monthly

PROFESSIONAL GROUP PLANS, INC.broker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$10.0M

PROFESSIONAL GROUP PLANS, INC. was paid $10,032,442 in commissions and fees across 430 employer benefit plans in 2024, as reported on Schedule A ($6,853,149 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 195 client planslost 110

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 · 2024430
Byheart NY$146,612
Salute, Inc. WI$144,000
Iex Group, Inc. NY$110,131
Jasperai TX$89,115
Hiossen, Inc. PA$86,679
Theguarantors NY$65,851
Hanover Bank NY$65,365
Jostens Inc. MN$63,027
Kith Retail LLC NY$57,167
Genserve, LLC NY$54,845
Corva Ai LLC TX$54,486
Axios Hq VA$48,159
Soho Studio LLC NY$47,040
Slickdeals, LLC NV$40,828
Orthofeet Inc NJ$39,463
Axtria Inc NJ$34,715
Acoustic, L.P. AR$31,311

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