Segalbroker

Benefits brokerage · plan year 2024 · page 2

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
Ibew Western Utilities Health and Welfare Trust Fund CA$5,950
Board of Trustees of Massachusetts Laborers Health and Welfare Fund MA$5,778
Cement Masons Health & Welfare Trust for N Cal CA$5,336
Laborers Welfare Fund Local 199 Board of Trustees PA$5,074
Monmouth University NJ$4,958
Board of Trustees Southern Il Laborers & Employers Health & Welfare Pl IL$4,766
Pullman & Comley, LLC CT$4,680
Trustees Beer Industry Local Union No. 703 Health & Welfare Fund IL$4,589
American Federation of Labor and Congress of Industrial Organizations DC$4,057
Board of Trustees, Utah Pipe Trades Welfare Trust CA$3,813
Trustees of National Roofers Union & Employers Joint Health & Welfar F MN$3,702
Iron Workers Local 8 Welfare Fund IL$3,065
Board of Trustees, Utah-Idaho Teamsters Security Fund AZ$3,015
Board of Trustees - Recycling and Gen. Ind. Union L 108 Welfare Fund NJ$2,995
Wellesley College MA$2,944
Joint Board of Trustees Ldc of Va Health & Welfare Trust Fund VA$2,723
Board of Trustees of Automatic Sprinkler Local 281, U.A. Welfare Fund IL$2,679
Board of Trustees of the National I.A.M. Benefit Trust Fund DC$2,221
Board of Trustees of Oh Conference Industry Health and Welfare Trust OH$2,032
Pullman & Comley, LLC CT$1,989
Board of Trustees - Mid-Atlantic Regional Council of Carpenters Health MD$1,599
Board of Trustees of U.A. Local 38 Trust Funds CA$1,573
Board of Trustees Heat & Frost Insulators Loc NO.33 Health Fund CT$1,381
Iron Workers District Council of Southern Ohio & Vicinity OH$1,000
Board of Trustees, Hawaii Health & Welfare Trust Fund CA$703
Operating Engineers Public and Misc Employees Health & Welfare Trust F CA$377
Joint Board of Trustees of Mrcc Employee Benefits Fund MI$242
Metso USA Inc. WI$78
Bank Independent AL$9

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