Segalbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$7.6M

Segal was paid $7,613,573 in commissions and fees across 129 employer benefit plans in 2024, as reported on Schedule A ($800,032 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 20 client planslost 30
won Metso USA Inc.
won Liberty Dental Plan Corporation
won Board of Trustees Plumbers Welfare Fund
won Board of Trustees Laborers' Local 235 Welfare Fund
won Bd of Trustees Iuoe Local 30 Benefits Fund
won Board of Trustees of Automatic Sprinkler Local 281, U.A. Welfare Fund
lost Board of Trustees of Oh Conference Teamsters and Ind Health & Welfare
lost Intellisense Systems, Inc.
lost Board of Trustees of Laborers Local 231 Health & Welfare Plan
lost Board of Trustees Plumbers and Pipefitters Local 45
lost Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund
lost Bd of Tees Neca Lu 313 Ibew H&W Plan
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 · 2024129
Schott Corporation NY$1,712,458
Trustees of Pipe Fitters Welfare Fund IL$411,404
Schlumberger Technology Corporation TX$379,131
Alkermes Inc. MA$308,463
Board of Trustees of Stationary Engineers Local 39 CA$271,140
Board of Trustees of Administrative District Council No. 1 Welfare Fun IL$186,710
Bd of Trust Health & Benefit Trust Fd of Iuoe Lcl 94,94A,94B, Afl-Cio NY$142,520
Board of Trustees of the Ufcw National Health and Welfare Fund NJ$135,130
Mm&P Health & Benefit Fund Health and Benefit Plan MD$134,582
Skidmore College NY$132,053
Board of Trustees, Heavy & General Laborers Welfare Fund of New Jersey NJ$125,114
Delfingen US Inc. MI$120,984
Bd of Tees of Seiu Local 32BJ, Dis 36 Bolr Welfare Trust Fund PA$117,966
Joint Board of Trustees for the Rocky Mtn Employers Health Benefit Pln CO$114,651
Ibew Local 43 & Electrical Contractors Welfare Fund Board of Trustees NY$112,540
Board of Trustees, New Jersey Bldg Statewide Welfare Fd NJ$105,388
Board of Trustees Laborers' National H&W Fund DC$104,980
Pipe Fitters Local Union No. 120 Insurance Fund OH$103,541
Liberty Dental Plan Corporation CA$101,584
Board of Trustees of Welfare Fund of Local No. One I.A.T.S.E. NY$96,961
Bd of Trustees Iuoe Local 30 Benefits Fund NY$96,512
Teamsters Local 817 Welfare Fund NY$96,269
Hawaii Electricians Health and Welfare Fund HI$93,402
Surescripts, LLC VA$92,251
Mural Oncology, Inc. MA$92,191
Board of Trustees Local 282 NY$86,766
Board of Trustees Local 381 Group Insurance Fund NY$78,616
Karsten Manufacturing Corporation AZ$73,573
Renaissance Alliance Insurance Services, LLC MA$66,505
Board of Trustees of Pointers, NY$65,503
The Dana Non-Union Retiree Committee IL$65,140
Board of Trustees Heat and Frost Insulators Local 12 NY$64,138
Board of Trustees of the I.U.O.E. Local 14-14B Welfare Fund NY$62,281
Plumbers Local Union No. 1 Welfare Fund NY$60,511
New Jersey B.A.C. Health Fund NJ$58,199
Board of Trustees of Bricklayers Insurance and Welfare Fund NY$54,462
Board of Trustees Local 802 NY$53,646
Board of Trustees Local 1298 Welfare Fund NY$47,013
Board of Trustees Sheet Metal Workers Local No. 292 Health Fund MI$46,295
Board of Trustees P&S Local 21 Welfare Fund NY$45,273
Board of Trustees of Mason Tenders District Council Welfare Fund NY$42,811
Board of Trustees - Recycling and Gen. Ind. Union L 108 Welfare Fund NJ$41,113
Rocky Mountain Investor Holdings, Inc. CO$40,752
Board of Trustees Iron Workers Local 580 Shop Welfare Fund NY$39,796
Board of Trustees of the Local 807 Labor-Management Health Fund NY$39,113
Ohio Conference of Plasterers and Cement Masons OH$38,295
Board of Trustees Ibew Health and Welfare Trust of Southwest Washingto WA$37,043
Gr Energy Services TX$36,404
Trustees of Teamsters Local 408 Pension & Welfare Funds NJ$36,147
New York State United Teachers NY$34,565
The Segal Group Inc. NY$34,271
Georgia Stevedore Assn Int'l Longshoremen's Assn GA$34,236
Pamcah-Ua Local 675 Health & Welfare Fund HI$32,513
Board of Trustees Plumbers Welfare Fund MO$31,854
Hawaii Sheet Metal Workers Health & Welfare Trust Fund HI$29,455
Board of Trustees Fulton Fish Market Welfare Fund NY$27,706
Board of Trustees Laborers' Local 235 Welfare Fund NY$27,137
Brockton Hospital, Inc. MA$27,084
Board of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W AZ$26,560
Board of Trustees Local 888 Health Fund NJ$26,274
Painters District Council No. 35 Health Benefits Fund MA$24,958
Ashworth Bros., Inc. MA$24,677
Sheet Metal Workers Local No. 71 Industry Welfare Trust Fund NY$24,621
Plumbers & Steamfitters Local Union No. 396 Health & Welfare OH$22,366
National Elevator Industry Health Benefit Plan Board of Trustees PA$22,363
Ri Laborers Health Fund Board of Trustees RI$20,943
Board of Trustees of Heat and Frost Insulators of No. Calif., Local 16 CA$20,869
Board of Trustees Iron Workers MA$19,698
Trustees of Local 219 Pension Trust OH$19,681
Onesubsea LLC TX$18,980
Board of Trustees, Regional Dist. Council Welfareplan and Trust OR$18,207
Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund IL$17,484
Board of Trustees of Industry & Local 338 Welfare Fund MD$14,047
Trustees of Iron Workers' Tri-State Welfare Plan IL$13,104
Eileen Fisher, Inc. NY$12,907
Board of Trustees of Ibew Local 90 Benefit Plan CT$11,538
Pullman & Comley, LLC CT$11,272
Board of Trustees, Operating Engineers Health CA$10,861
Board of Trustees of the Steamship Trade Association of Baltimore, Inc MD$10,333
Mah & Trumb County Building Trades Trades Council & Const Inds Contr. OH$10,000
Operating Engineers Health & Welfare Trust Fund for Colorado CO$10,000
Northern Nevada Operating Engineers H&W Trust Fund NV$10,000
Board of Trustees Bay Area Delivery Drivers Security Fund CA$10,000
Connecticut Pipe Trades Health Fund C/O Ct Pipe Trades Benefit Funds A CT$10,000
Building Laborers Local 310 Health and Welfare Fund OH$10,000
Greater Pennsylvania Carpenters' Medical Plan PA$10,000
Employers & Operating Engineers Local 520 Health IL$10,000
Connecticut Laborers' Health Fund CT$10,000
Board of Trustees of the Heartland Health and Wellness Fund OH$10,000
Board of Trustees, Pensioned Operating Engineers CA$10,000
Bd of Tees of Neca Lu No 313 Ibew Health & Welfare Plan PA$9,884
Trustees of Ibew Local No. 9 & Line Clearance Contractors H & W Fund MI$9,602
Board of Trustees of Meba Medical and Benefits Plan MD$9,298
Board of Trustees of Automotive Industries Welfare Plan CA$9,289
Board of Trustees Sheet Metal Workers Local Union No 1 Welfare Trust F IL$8,841
Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd OH$8,131
Painters District Council No. 4 Health and Welfare Trust Fund NY$7,534
Board of Trustees Laborers Trust Fund VA$6,761
Milwaukee Drivers Health & Welfare WI$6,531
Boilermakers Local Lodge No. 5 Welfare Plan NY$6,490

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