PROFESSIONAL GROUP PLANS, INC.broker

Benefits brokerage · plan year 2024 · page 5

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
won Moxtek, Inc.
won Goddard Riverside Community Center
won Cdl Nuclear Technologies, LLC
won Mother Industries, LLC
won King Street Capital Management,L.P.
won New England Orthopedic Surgeons, Inc.
lost Bloomsbury Publishing, Inc.
lost Collins Building Services, Inc.
lost Ccintegration, Inc.
lost Southern Towing Company, LLC
lost Vestar Properties, Inc.
lost Crisis Text Line
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
Flexicon Corporation PA$975
Area 15 Las Vegas LLC NV$917
Sjoberg Tool & Manufacturing Corporation WI$901
Direct Marketing Solutions, Inc. OR$872
Gallagher Home Health Services, LLC PA$829
Beloit College WI$828
Beehive Industries LLC CO$762
Momnt Technologies, Inc. GA$759
Infinitus Systems, Inc. CA$701
20/20 Vision Center, LLC NY$635
Community Care Companions Inc NY$628
Eurpac Service Inc. CT$622
Arc of Hunterdon County NJ$613
Princeton Child Development Institute, Inc. NJ$583
Talalay Global Inc. CT$543
Creative Mines CA$525
Pearl Street Dental Management, LLC TX$409
Zum Services CA$383
Arc of Hunterdon County NJ$364
Family & Children's Agency Inc. CT$309
Carisk Partners FL$289
Metro Walls, Inc. NH$274
Wolfe LLC PA$263
Microbac Laboratories, Inc. PA$198
Beci Corporate FL$191
Scs Direct Inc. CT$169
Regal Trading, Inc. NJ$161
Pearl Street Dental Management, LLC TX$154
Jcc of Staten Island NY$84
Mww Group LLC NY-$158

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