Plan Ledger DOL Form 5500 · updated monthly

PROFESSIONAL GROUP PLANS, INC.broker

Benefits brokerage · plan year 2024 · page 3

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
All Campus, LLC IL$13,503
I&S Group MN$13,106
Atg USA AR$12,835
Solidcore VA$12,739
Hecker Fink LLP NY$12,577
Solugen, Inc. TX$11,226
Birdeye Inc. CA$11,050
Crossett, Inc. PA$10,944
Formstack IN$10,833
Teecom CA$10,394
Innovive Health MA$10,276
Ccarc, Inc CT$10,270
Feathr, Inc. FL$10,114
Alector, LLC CA$9,746
Camunda Inc. CA$8,769
Bestow Inc. TX$8,250
Dms East, LLC PA$7,889
Mastek Inc TX$7,312
Moxtek, Inc. UT$6,705
Spcshp NY$6,347
Vancon, Inc. UT$6,274

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