THE CASON GROUP, INC.broker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$2.9M

THE CASON GROUP, INC. was paid $2,876,901 in commissions and fees across 167 employer benefit plans in 2024, as reported on Schedule A ($1,218,197 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 98 client planslost 39
won Robertson Construction Services, Inc.
won Tandem Hospitality Group LLC
won Sunland Employee Leasing, LLC
won Gms Mine Repair & Maintenance, Inc.
won Pathways, Inc.
won Fine Management, LLC
lost Lc Services 1, LLC
lost McCorkle Nurseries, Inc.
lost Mountain After Hours Clinic
lost Live Oak Environmental, LLC
lost Integrated Turf Solutions, LLC
lost Clemson Area Retirement Center
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 · 2024167
North Ridge Country Club, Inc. NC$7,086
Corerx, Inc. FL$6,995
Royal Food Service Company, Inc. GA$6,599
Mg Holding Group, LLC FL$6,456
Heart & Vascular Care, Inc. GA$6,315
Ascent Hospitality Management Co., LLC GA$6,302
50 Floor, LLC GA$6,009
Packrite, LLC NC$5,922
Waites Sensor Technologies, Inc. OH$5,877
Baily International of Atlanta, Inc. GA$5,817
International Gourmet Foods, Inc. VA$5,815
I.K. Hofmann USA, Inc. GA$5,644
Walters Gardens, Inc. MI$5,440
Ruth Eckerd Hall, Inc. FL$5,409
Richmond Auto Parts Technology, Inc. KY$5,072
Tennessee Aluminum Processors, Inc. TN$5,053
Med-El Corporation NC$5,040
Tmc Technologies of West Virginia Corp. WV$5,034
Virginia Health Services, Inc. VA$4,951
Del Conca USA, Inc. TN$4,930
Roof Above, Inc. NC$4,896
Quality Clinics, LLC TN$4,861
Ecosouth Services of Mobile, LLC AL$4,771
Intown Golf Club Operations LLC GA$4,733
Ameribrands GA$4,654
Enterprise Electric, LLC TN$4,558
Gemu Valves, Inc. GA$4,508
Gms Mine Repair & Maintenance, Inc. MD$4,478
Meriwether Site Solutions, Inc. GA$4,446
Essential Cabinetry Holdings, Inc. SC$4,382
The Trust Company of Tennessee TN$4,084
Sadler Bros. Trucking and Leasing Co., Inc. TN$4,020
Morgan Steel LLC TN$3,921
Tranco Logistics, LLC TN$3,879
C.L. Services, Inc. GA$3,870
Gsp Transportation, Inc. SC$3,767
Dollamur LLC TX$3,253
Barton College NC$3,228
Top Guard, Inc. VA$3,146
Homage, LLC OH$2,978
The Virginia League for Planned Parenthood VA$2,713
Valley Group, Inc VA$2,682
Complete Turbine Services, LLC FL$2,654
Ohio Steel Industries, Inc. OH$2,628
Hancock Roofing and Construction, LLC GA$2,580
Evening Post Publishing, Inc. SC$2,470
Auld and White Constructors, LLC FL$2,456
Weigel's Inc. TN$2,449
Colleton River Plantation Club, Inc. SC$2,094
Daniel Boone Community Action Agency, Inc. KY$1,862
Sc Strategic Solutions OH$1,819
Oxford Foods, Inc. GA$1,500
Southern Insurance Underwriters, Inc. GA$1,420
Bibliotheca LLC GA$1,398
Essential Cabinetry Holdings, Inc. SC$1,132
The P & a Group LLC NC$942
Pacesetters, Inc. TN$878
Sunland Employee Leasing, LLC TN$868
Siteworx OH$829
Heritage Operating, LLC VA$792
The Surgery Center of Huntsville AL$704
Tri-Cities Beverage Corporation VA$599
Lloyd Jones, LLC TX$423
South Dade Air Conditioning and Refrigeration AL$389
Owl's Head Alloys, Inc. KY$129
Bitcoin Depot Operating, LLC GA$43
Alfa Dental Support Inc NJ$34

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