Plan Ledger DOL Form 5500 · updated monthly

REUBEN WARNER ASSOCIATES, INC.broker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.1M

REUBEN WARNER ASSOCIATES, INC. was paid $2,140,778 in commissions and fees across 254 employer benefit plans in 2024, as reported on Schedule A ($1,660,029 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 82 client planslost 91

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 · 2024254
Hf Sinclair TX$104,203
Medtronic MN$93,905
Rsm US LLP IA$81,266
Kla Corporation CA$42,465
Chs Inc. MN$29,028
Huhtamaki, Inc. KS$16,656
Team, Inc. TX$15,698
Tidewater Inc. TX$13,390
Roku, Inc. CA$9,432
College Board NY$7,369
Denbury Inc. TX$6,343
Affirm, Inc. CA$5,705
Harmonic Inc. CA$5,613
Alteryx, Inc. CA$5,118
Netgear, Inc. CA$3,989
Dnow L.P. TX$3,291
Sysdig, Inc. CA$3,288

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