Plan Ledger DOL Form 5500 · updated monthly

PROFESSIONAL GROUP PLANS, INC.broker

Benefits brokerage · plan year 2024 · page 4

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
Skc, Inc. PA$5,579
Auberle PA$5,064
Blair Academy NJ$4,838
Convoso, Inc. CA$4,203
Skyspecs MI$3,903
Trove Brands UT$3,620
Serenity Lane OR$3,613
Armada, LTD. OH$3,094
Instawork CA$2,458
Inktavo TX$2,360
Factorial Inc MA$1,633
Campmor, Inc. NJ$1,274

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