Plan Ledger DOL Form 5500 · updated monthly

PROFESSIONAL GROUP PLANS INCbroker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024
$6.9M

PROFESSIONAL GROUP PLANS INC was paid $6,929,179 in commissions and fees across 374 employer benefit plans in 2024, as reported on Schedule A ($2,595,475 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 178 client planslost 118

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 · 2024374
Intellisurvey CA$5,460
Enercon, LTD. IL$5,338
Capacity LLC NJ$4,723
Rcd Sales OH$4,467
Hiossen, Inc. PA$4,440
Alfwear, Inc. UT$4,191
Bambee Inc. CA$2,681
Mastek Inc TX$2,644
Phoenix Boats TN$2,409
Master Spas IN$2,064
Convoso, Inc. CA$2,017
Ponce Bank NY$1,952

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