THE CASON GROUPbroker

Benefits brokerage · plan year 2024 · page 2

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
Community Foundation for Greater Atlanta GA$660
Eastern Petroleum Corporation NC$533
Techlaw Consultants, Inc. VA$459
Fairborn Equipment Midwest, Inc. OH$384
McMichael Taylor Gray, LLC GA$346
Contour Mining & Construction, LLC SC$240
Hengst of North America, Inc. SC$162
Roman Eagle Rehabilitation and Health Care Center Inc. VT$140
Roman Eagle Rehabilitation and Health Care Center Inc. VT$119
Wesleyan College GA$106
Johnson Health Center VA$102
Global Technical Systems VA$62
Bandwidth Inc. NC$53
Tristar Transport TN$49
Pci Group, Inc. SC$37
T-Solutions, Inc. VA$37
Careatc, Inc. OK$18
Carolina Friends School, Inc. NC$11
Machine Specialties, LLC NC$4

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