REUBEN WARNER ASSOCIATES, INC.broker

Benefits brokerage · plan year 2024 · page 2

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
won Roku, Inc.
won Grosvenor Capital Management, L.P.
won Rapid Micro Biosystems Inc.
won Gulf Interstate Engineering Company
won California Dairies, Inc.
won Precisely Software Incorporated
lost Sundyne, LLC
lost Pacific Architects and Engineers, LLC
lost The Brattle Group, Inc.
lost Precision Drilling (US) Corporation
lost Audubon Engineering Company, LLC
lost J.A. Riggs Tractor Company
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
Loews Corporation NY$3,019
Inveris Training Solutions, LLC GA$2,926
Clayco, Inc. MO$2,856
Investcorp International, Inc. NY$2,853
Knape and Vogt Manufacturing Company MI$2,775
Northern Engraving Corporation WI$2,762
Kelvion Inc. OK$2,728
Discovery Education, Inc. NC$2,709
Victaulic Company PA$2,702
California Dairies, Inc. CA$2,635
Timex Group USA, Inc. CT$2,553
Bracewell LLP TX$2,552
Mahle Industries, Incorporated TN$2,545
Riverside Research Institute VA$2,532
Lantronix, Inc CA$2,516
Altice USA, Inc. NY$2,425
Western Diesel Services, Inc. MO$2,407
Precisely Software Incorporated MA$2,374
King Kullen Grocery Co. NY$2,371
The Rosalind & Joseph Gurwin Jewish Geriatric Center of Long Island NY$2,350
Adenza, Inc. NY$2,330
Sonicwall, Inc. CA$2,315
Hydril USA Distribution, LLC TX$2,313
Mozilla Corporation CA$2,302
Separation Solutions Enterprises Holding LP MA$2,279
Sh Group, Inc. NY$2,231
Merative US, L.P. MI$2,204
Wieland North America, Inc. KY$2,139
Commercial Vehicle Group OH$2,127
Abm Industries Incorporated TX$2,116
Grifols Shared Services North America, Inc. CA$2,113
National Australia Bank NY$2,094
Lord, Abbett & Co. LLC NJ$2,059
Bionano Genomics, Inc. CA$2,046
Mary Kay Inc. TX$2,035
Cohesity, Inc. CA$1,951
Piston Group, L.L.C. MI$1,891
Bulab Holdings, Inc. TN$1,881
International Association of Machinists and Aerospace Workers MD$1,872
Franke USA Holding, Inc. TN$1,768
Plug & Play, LLC CA$1,763
American Equity Investment Life Insurance IA$1,714
Ariat International, Inc. CA$1,700
National Insurance Producer Registry MO$1,675
Ecovyst Catalyst Technologies, LLC PA$1,664
Intercept Pharmaceuticals, Inc. NJ$1,625
Wgbh Educational Foundation MA$1,614
Diversified Technologies, Inc. MA$1,591
Ducks Unlimited, Inc TN$1,561
University of Health Sciences and Pharmacy in St. Louis MO$1,552
Rapid Micro Biosystems Inc. MA$1,536
Composecure LLC NJ$1,521
Embraer Aircraft Holding, Inc. FL$1,491
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP CA$1,483
Jmb Realty Corporation IL$1,476
Banco Bilbao Vizcaya Argentaria, S.A. New York Branch NY$1,410
Skywater Technology Foundry, Inc. MN$1,391
Bacardi USA Inc and Affiliates FL$1,360
Standex International Corporation NH$1,300
Puffer Sweiven, LP TX$1,283
Banco Itau International FL$1,171
Gle Management Services, LLC WV$1,132
Primesource Building Products, Inc. TX$1,073
Audubon Companies, LLC TX$1,060
Hexaware Technologies, Inc. NJ$1,056
Topco Associates, LLC IL$1,016
The Love Companies MO$1,001
Rgg Services, Inc. MA$1,000
New Tsi Holdings, Inc. NY$998
Powell Industries, Inc. TX$974
Esa Management, LLC NC$964
West Bend Insurance Company WI$957
Nch Corporation & Subsidiaries TX$943
American Jewish Committee NY$940
Valmont Industries, Inc. NE$917
Cwt US, LLC MN$890
Penny Publications, LLC CT$883
Branch Metrics, Inc. CA$870
Slr International Corporation OR$847
Spartan Light Metal Products, Inc. MO$831
Koch Modular Process Systems, LLC NJ$826
Jrd Management Corp dba Maxx Properties NY$820
Hillenbrand, Inc. IN$820
Boss Holdings, Inc. IL$778
Ef Johnson Technologies, Inc. TX$775
Lucid Software Inc. UT$768
Magris Talc USA, Inc. CO$723
Dallasnews Corporation Inc. TX$714
Orix Corporation USA TX$676
Esco Technologies Inc. MO$671
Authentix, Inc. TX$669
National Retail Federation DC$660
Brown Jordan Inc. FL$633
Massachusetts Medical Society MA$629
Pq LLC PA$617
Club Med Sales, Inc. FL$616
Sun East Federal Credit Union PA$597
Rubicon LLC LA$594
North American Lighting, Inc. IL$586
Kravet LLC NY$583

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