REUBEN WARNER ASSOCIATES, INC.broker

Benefits brokerage · plan year 2024 · page 3

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
Odfjell Holdings (US) Inc. TX$568
Foth & van Dyke, LLC WI$557
Travel Leaders Group Holdings, LLC dba Internova Travel Group NY$551
Kulite Semiconductor Products, Inc. NJ$549
Dema Engineering Co. MO$544
Unico Technologies, LLC WI$543
Lgi Services, LLC NY$540
Envision Aesc US LLC TN$513
Kws Seeds, Inc. (Delaware) MN$491
Michigan Schools and Government Credit Union MI$478
Jenavalve Technology, Inc. CA$475
Tgi Fridays Inc. TX$448
Sitetracker, Inc. NJ$448
Kimco Realty Corporation NY$445
Atlantic Aviation Fbo, Inc. TX$441
Knight Office Solutions TX$423
Public Library of Science CA$409
Nutter McClennen & Fish LLP MA$404
Landrys, LLC TX$400
Lincoln Property Company Commercial, Inc. TX$391
Arcosa, Inc. TX$389
Cytokinetics, Inc. CA$385
Saint Louis Symphony MO$375
Western New England University MA$371
Hok Group, Inc. MO$352
Kimray, Inc. OK$339
Skywalker Holdings, LLC CA$333
The Carnegie Hall Corporation NY$330
Mississippi Lime Company MO$302
Corix Infra Services US Inc. IL$300
Amalgamated Bank NY$300
Gulf Interstate Engineering Company TX$300
Bpc Plasma, Inc. FL$294
Doggett Company, LLC TX$290
Midcountry Bank MN$289
Kellwood Company, LLC CA$285
Coats American, Inc. NC$285
Berkshire Group, LLC MA$277
Tank Holding Corp. NE$265
Celldex Therapeutics, Inc. MA$265
Shintech Incorporated TX$257
Bel Brands USA IL$253
National Information Solutions MO$201
The Edrington Group USA, LLC NY$191
Willow Bridge E.C.W. LLC TX$191
Lmh Service Company, LLC CA$190
Krg Management, LLC IN$186
The Tri-M Group, LLC PA$185
Creative Testing Solutions AZ$177
Technicolor Creative Services USA, Inc. CA$166
Sesame Workshop NY$160
Cablevision Lightpath LLC NY$143
Paperworks Industries, Inc. PA$29
Goya Foods, Inc NJ$26

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