PROFESSIONAL GROUP PLANSbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$1.9M

PROFESSIONAL GROUP PLANS was paid $1,914,722 in commissions and fees across 114 employer benefit plans in 2024, as reported on Schedule A ($1,086,604 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 44 client planslost 33
won Coast Counties Truck & Equipment Company, Inc.
won Ion Intermediate Holdings, LLC
won Eleanor Health, Inc.
won The Ocd & Anxiety Treatment Center
won Accurate Box Company, Inc.
won Perfection Servo Hydraulics, Inc.
lost Collins Building Services, Inc.
lost Pigments Services Inc.
lost Equine Sports Medicine & Surgery, P.A.
lost Hawkins Delafield & Wood LLP
lost El Education
lost Sac Incorporated
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 · 2024114
Wrns Studio CA$501
Pearl Street Dental Management, LLC TX$475
Premier Infrastructure & Energy LLC NY$464
Strategic Building Services, Inc. CA$461
First Hope Bank, N.A. NJ$366
Complete Merchant Solutions UT$299
The Metro Group, Inc. NY$283
Industrial Bank of Korea NY$227
West Penn Energy Services, LLC PA$204
The Arc of Union County, Inc. NJ$180
Blu Dot Design & Manufacturing, Inc. MN$156
Health First Family Care Center MA$120
Berlitz Corporation NJ$61
Cintar, Inc. PA$49

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