THE PARTNERS GROUPbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$15.1M

THE PARTNERS GROUP was paid $15,092,716 in commissions and fees across 122 employer benefit plans in 2024, as reported on Schedule A ($1,419,739 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 38 client planslost 38
won Washington Emergency Care Physicians, Inc., P.S
won Northwest Primary Care Group, PC
won Ericsson Enterprise Wireless Solutions Inc
won The Partners Group LLC
won Universal Aerospace Co., Inc. and Aero Finishing, LLC
won Embold Credit Union
lost Healthwise, Incorporated
lost Cascade Energy, Inc
lost Collegenet
lost Womens Care PC
lost Mission Aviation Fellowship
lost Salem Clinic, P.C.
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 · 2024122
Central Oregon Radiology Associates OR$4,980
Riverview Bank WA$4,891
Universal Aerospace Co., Inc. and Aero Finishing, LLC WA$4,651
Guardian Security Systems, Inc. WA$4,287
Board of Trustees, Western Healthcare Insurance Trust WA$3,797
Tuality Healthcare OR$2,473
King Electrical Manufacturing Co. WA$2,293
Talking Rain Beverage Company WA$2,289
The Portland Clinic OR$2,209
Mission Aviations Fellowship ID$1,904
Burkhart Dental Supply WA$1,515
Cascade Energy, LLC OR$1,240
Consulenti, LLC dba Arete Living OR$867
Martin Selig Real Estate WA$747
School Model Support, LLC ID$713
Blackhawk Restaurant Group, LLC IL$688
Farestart WA$325
Signature Health Services, LLC OR$319
Dwfritz Automation, LLC OR$252
Fungi Perfecti, LLC WA$226
Kerr Contractors Oregon LLC OR$143
Reser's Fine Foods, Inc. OR$15

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