THE CASON GROUPbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$1.2M

THE CASON GROUP was paid $1,208,150 in commissions and fees across 119 employer benefit plans in 2024, as reported on Schedule A ($418,679 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 64 client planslost 32
won Building Systems Technology, Inc.
won Riverhills Healthcare
won Bfa Holdings, LLC
won St. Johns Ship Building Inc.
won Knapp, Inc.
won Sandys Towing & Truck Services, Inc.
lost Twelvestone Health Partners, Inc.
lost Substation Concrete Services Incorporated
lost Rh&A, LLC
lost Riverside Refreshments, Inc.
lost Revolution Technologies, LLC
lost Tumeq LLC
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 · 2024119
Main Street Rural Health, LLC TN$133,242
Lampe Management Company NC$80,636
Gentec Equipment Company KY$61,180
Greenpoint AG Holdings, LLC AL$57,148
Poly-Med, Inc. SC$56,925
Knapp, Inc. GA$34,106
Wayne Halfway House, Inc. TN$31,559
Central Georgia Heart Center, PC GA$30,411
Center for Primary Care, P C GA$28,150
Dodgeland of Richland LP SC$23,102
Usmh Corporation CO$20,511
Alliance Spine and Pain Centers, PC GA$20,505
The Spinx Company SC$19,890
Heart & Vascular Care, Inc. GA$19,747
Carolina Comfort Air, Inc. NC$19,592
Ki USA Corporation KY$19,056
Tmh, LLC TN$18,727
Restaurant Growth Services, LLC TN$18,502
Mar-Jac Poultry, Inc. GA$18,402
Radiologic Associates of Fredericksburg LTD VA$17,848
United Communications KY$17,839
Broad River Retail, LLC dba Ashley Homestore SC$16,932
J. Davis, Inc SC$16,170
Brown & Settle, Inc. VA$15,916
Primero Games LLC GA$15,611
St. Johns Ship Building Inc. FL$15,072
Bottom Line Systems, LLC TN$14,868
Techmetals, Inc. OH$14,233
Riverhills Healthcare OH$13,592
Dan Cristiani Excavating Co., Inc. IN$13,543
Charlotte Mechanical LLC NC$13,520
O'Shaunghnessy Real Estate, Inc SC$11,815
Aero Systems Engineering, Inc. GA$11,382
Jackson Automotive Group GA$10,985
Love Chevrolet Company, Inc. SC$10,397
Kales Truck & Heavy Equipment SC$10,166
Bryce-Emory, Inc. GA$9,410
Positive Impact Health Centers, Inc. GA$9,198
Pacesetters, Inc. TN$9,076
Bfa Holdings, LLC OH$8,640
South Atlantic Bank SC$8,392
Progressive Communications, LLC GA$7,178
Stratford Academy, Inc. GA$7,175
Paragon Safety Group LLC NC$7,031
Harrells Christian Academy NC$6,854
Auc Urologist, LLC SC$6,678
Prokidney, LLC NC$6,638
Empire Pipe & Supply Company AL$6,210
Pediatric Dentistry and Orthodontics of Chattanooga TN$6,159
A&C Business Enterprises, LLC. TN$6,159
Verida, Inc. GA$5,889
The P & a Group LLC NC$5,592
Clearly Clean Products, LLC PA$5,553
Clearly Clean Products, LLC PA$5,553
Cleary Construction, Inc. KY$5,547
Carolina Comfort Air, Inc. NC$5,524
Jarrett Fire Protection TN$5,459
Kendrick Paint & Body Shop, Inc. GA$5,375
Sandler Nonwoven Corporation GA$5,139
National Construction Workforce IN$4,918
Palmetto Automatic Sprinkler Co, Inc. SC$4,771
Steam Logistics, LLC TN$4,449
Essential Cabinetry Holdings, Inc. SC$4,419
Colliers International Sc Inc. SC$4,396
Building Systems Technology, Inc. TN$4,163
Empire Bakery Commissary, LLC VA$3,872
Building Systems Technology, Inc. TN$3,685
Building Systems Technology, Inc. TN$3,266
Palmetto Citizens Federal Credit Union SC$3,240
Sandys Towing & Truck Services, Inc. OH$3,223
Bishop Gadsden Episcopal Retirement Community SC$3,206
Next Jeneration Logistics LLC MO$3,142
Santee Print Works SC$3,130
Performance Point, LLC NC$2,999
Associated Hardwoods, Inc and Affiliates NC$2,995
Metalworking Solutions, Inc. TN$2,839
Clemson Area Retirement Center SC$2,753
Holy Angels, Inc. NC$2,654
Blackburn, Childers & Steagall, PLC TN$2,477
Terminix Service, Inc. SC$2,445
McClam and Associates, Inc. SC$2,362
Spartan Admin, LLC TN$1,922
Mic Services LLC MI$1,848
Jarrett Builders, Inc TN$1,816
Exclusive Jets, LLC dba Flyexclusive NC$1,787
Strickland Waterproofing Co., Inc. NC$1,719
Cmt Early Education Group LLC Db Balanced Family Academy of Dublin OH$1,648
Brookwood Farms, Inc. NC$1,570
Genova Diagnostics, Inc. NC$1,345
Forever Clean Portable Toilets, Inc. NC$1,239
Garland Sales, Inc. GA$970
Tarheel Paper Company NC$939
Families and Communities Rising, Inc. NC$894
King's Tire Service, Inc. WV$888
Daniel Boone Community Action Agency, Inc. KY$874
Legacy Risk Solutions LLC GA$873
Early Learning Coalition of Hillsborough County FL$858
Samer Saiedy MD PA MD$856
Legacy Risk Solutions LLC GA$793
City Barbeque, LLC OH$676

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