STRATEGIC NON-MEDICAL SOLUTIONbroker

Benefits brokerage · plan year 2024 · page 2

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
won Charter House Holdings LLC
won Clive Daniel Home
won Real Estate One
won Logan Simpson Design Inc.
won Specialty Steel Treating, Inc.
won Integrate.com, Inc.
lost Phillips Service Industries, Inc.
lost American Medical Association
lost Bowman and Brooke LLP
lost Fiserv Solutions, LLC
lost Palo Alto Foundation Medical Group
lost Mib Group Holdings, Inc.
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
Behrens Manufacturing MN$1,390
Skyward Management LLC AZ$1,292
Glenn O. Hawbaker, Inc. PA$1,283
Aquarium of the Pacific CA$1,156
United Planning Organization DC$1,149
K.D.D. My Shower Door FL$936
Charter House Holdings LLC MI$910
Integrate.com, Inc. AZ$878
The Opportunity Tree AZ$763
Crisis Center, Inc. MI$287
Leo Kob Co., Inc. PA$57

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