PROFESSIONAL GROUP PLANS INCbroker

Benefits brokerage · plan year 2024 · page 4

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
won Curtin Maritime
won United Jewish Communities of Metrowest Nj (Jewish Federation of Greate
won Stouse, LLC
won Miq Digital USA, Inc.
won Tilsner Carton Company, Inc.
won Enovix Corporation
lost Center for Human Services
lost Center for Family Representation
lost Wrns Studio
lost Brakebush Brothers, Inc.
lost Coast Counties Truck & Equipment Company, Inc.
lost Advantage Behavioral Health Services LLC
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
I2C, Inc CA$1,741
Renu Contracting and Restoration NY$1,698
Data Search Ny, Inc. dba Trakamerica FL$1,672
Center for Family Representation, Inc. NY$1,663
Olo Inc. NY$1,605
Modern Industries, Inc. PA$1,604
Snapdocs, Inc. CA$1,585
Consolidated Cleaners, Inc. FL$1,584
Wealthfront Corporation CA$1,577
Bluestone Lane Holdings, LLC NY$1,531
Blu Dot Design & Manufacturing, Inc. MN$1,520
Icon International, Inc. CT$1,291
Albert Corporation CA$1,278
Lee Transport Systems, LLC NJ$1,247
Beach Point Capital Management LP CA$1,234
Worldwide Golf Shops LLC CA$1,222
Candid Care Co NC$1,207
Catapult Sports, Inc. MA$1,183
Tilsner Carton Company, Inc. MN$1,157
Barta - Schoenewald, Inc. Advanced Motion Controls CA$1,155
Accurate Management Services LLC MN$1,128
BIZ2CREDIT Inc. NY$1,103
Point Park University PA$1,100
Kickapoo Tribe of Oklahoma OK$1,071
Splay, Inc. CA$1,007
Els Educational Services NJ$1,001
Els Educational Services NJ$1,001
Tacodeli Holdings Inc. TX$990
Maryvale CA$986
Columbus House, Inc. CT$985
Kickapoo Tribe of Oklahoma OK$975
Tony la Russa's Animal Rescue Foundation CA$913
Maspeth Federal Savings & Loan Association NY$890
Blu Dot Design & Manufacturing, Inc. MN$858
Active Media Services, Inc. NY$834
Kickapoo Tribe of Oklahoma OK$831
Colonial Motors Inc. CT$827
Brunello Cucinelli USA Inc NY$798
Anine Bing Corporation CA$792
Wellmore, Inc. CT$778
Els Educational Services NJ$762
Els Educational Services NJ$758
Els Educational Services NJ$745
Inter-County Bakers, Inc. NY$736
Hamlin Bank and Trust Company PA$712
Hpm Industries, Inc. dba Atlas Pressed Metals PA$689
Blue Bird Bus Sales of Pittsburgh PA$651
Varicent US Opco Limited MA$613
Rm Distributors, LLC OR$593
Defibtech LLC CT$583
Toptal LLC DE$499
Els Educational Services NJ$481
Ophthalmology Specialists of Texas, PLLC TX$433
Blu Dot Design & Manufacturing, Inc. MN$413
Els Educational Services NJ$392
Reed Family Companies CA$378
Complete Document Solutions, LLC. NJ$350
Steven Winter Associates, Inc. CT$325
Els Educational Services NJ$316
Flexible Business Systems, Inc. NY$314
The Henry Francis du Pont Winterthur Museum, Inc. DE$271
Catalina Island Company CA$258
Life Science Outsourcing, Inc. CA$251
Martin Foods, LP TX$251
Lincoln Institute of Land Policy MA$227
Rottler Pest Control Company MO$219
Els Educational Services NJ$197
Trove Recommerce, Inc. CA$157
Oved Apparel Corporation NY$93
Federici Brands LLC CT$86
Health First Family Care Center MA$77
Arlee Home Fashions NY$74
Route 66 Motorsports, LLC AZ$17
Day Care Council - Council of Supervisors and Administrators Welfare F NY$12

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