Plan Ledger DOL Form 5500 · updated monthly

STRATEGIC NON-MEDICAL SOLUTIONbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.1M

STRATEGIC NON-MEDICAL SOLUTION was paid $2,148,192 in commissions and fees across 111 employer benefit plans in 2024, as reported on Schedule A ($192,787 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 40 client planslost 14

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 · 2024111
Workday, Inc. CA$203,049
Bank of Hawaii HI$99,335
Punahou School HI$64,733
Seagate US LLC CA$61,753
Axway, Inc. AZ$44,056
Laitram L.L.C. LA$28,679
Tcw LLC CA$23,672
Cooley LLP CA$19,214
Crane Company CT$8,463
Resthaven MI$7,935
Harmonic Inc. CA$6,156
Wipfli LLP WI$2,905

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the STRATEGIC NON-MEDICAL SOLUTION brand.