Plan Ledger DOL Form 5500 · updated monthly

UNKNOWNbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$16.7M

UNKNOWN was paid $16,655,408 in commissions and fees across 529 employer benefit plans in 2024, as reported on Schedule A ($2,700,308 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 315 client planslost 280

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 · 2024529
Arborgen, Inc. SC$113,962
Pathlight MA$100,358
Gdm Seeds, Inc IL$78,520
Diesel Direct MA$70,124
Peoplesbank MA$58,836
Eurark LLC AR$55,558
Vnc LLC MA$52,512
Quoizel, LLC SC$52,376
Ar Sandri Inc. MA$51,317
Oregon Realtors OR$49,824
Guidewire, Inc. MA$47,003
Agricare, Inc. CA$43,646
Isaacson Miller MA$43,354
Cheer Pack N.A. MA$42,956
Rich Logistics AR$37,416
Csw, Inc. MA$34,455
Hcc Holdco LLC MA$33,082

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