THE MELTZER GROUP INCbroker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024

$7.9M

THE MELTZER GROUP INC was paid $7,850,420 in commissions and fees across 202 employer benefit plans in 2024, as reported on Schedule A ($4,860,822 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 40 client planslost 52
won Credible Behavorial Health, Inc.
won Bowman Consulting Group, LTD
won Analygence, Inc.
won Transitions Healthcare LLC
won St. Andrew's Episcopal School
won Virtru Corporation
lost Shulman, Rogers, Gandal, Pordy & Ecker, P.A.
lost National Public Radio
lost Amtis, Inc.
lost Newcastle Limited
lost Aircraft Owners and Pilots Association
lost Alta Via Consulting 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 · 2024202

Bww Law Group, LLC MD$70

A.I. Solutions, Inc. MD$3

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