THE MELTZER GROUP, INCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$51.8M

THE MELTZER GROUP, INC was paid $51,816,850 in commissions and fees across 120 employer benefit plans in 2024, as reported on Schedule A ($49,713,510 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 47 client planslost 29
won Intellibridge, LLC
won Keller Management Services, LLC
won C2 Technologies, Inc.
won Analygence, Inc.
won Dematha Catholic High School
won St. Andrew's Episcopal School
lost Latite Roofing & Sheet Metal, LLC
lost Inovex Information Systems, Incorporated
lost Kiernan Trebach LLP
lost Spalding Consulting, Inc.
lost Royce Geospatial Consultants Inc.
lost Aegis Project Controls, Corp
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 · 2024120
Keller Management Services, LLC MD$3,151
Martha's Table DC$3,064
Tsymmetry, Inc. VA$2,986
Dev Technology Group, Inc VA$2,781
Shiji US, Inc. FL$2,604
The Treatment and Learning Centers, Inc. MD$2,558
Montgomery County Coalition for the Homeless MD$2,338
St. Andrew's Episcopal School MD$2,168
The Reinvestment Fund PA$1,924
Greater Prince William Community Health Center VA$1,882
M. T. Laney Company, Inc. MD$1,610
Chainbridge Solutions VA$1,589
The Bottom Line Inc. MA$1,052
Westbank Fishing, LLC LA$1,042
Genesys USA NC$688
Ariosa & Company, LLC MD$431
Bernstein Management Associates, Inc. DC$371
Dzyne Technologies, LLC VA$269
Marketbridge MD$154
Intellibridge, LLC VA$8

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