PROFESSIONAL GROUP PLANS, INCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$3.1M

PROFESSIONAL GROUP PLANS, INC was paid $3,107,973 in commissions and fees across 103 employer benefit plans in 2024, as reported on Schedule A ($2,414,752 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 41 client planslost 41
won B & Z Auto Enterprises LLC
won Hayward Tyler, Inc.
won Atlantic Squared Supply LLC
won Rent the Runway, Inc.
won Alector, LLC
won Luna Care, Inc.
lost Roseman University of Health Sciences
lost Glenview Capital Management, LLC
lost Pigments Services Inc.
lost Center for Family Representation
lost Spinoso Real Estate Group, LLC
lost The Wireless Experience Group, Inc
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 · 2024103

Icon International, Inc. CT$246

Urban Youth Alliance International, Inc. NY$155

Atlas Healthcare NJ$117

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