Plan Ledger DOL Form 5500 · updated monthly

UNKNOWNbroker

Benefits brokerage · plan year 2024 · page 2

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
Purem Novi Inc. MI$26,116
Poplicus Inc VA$24,533
Expel, Inc. VA$17,723
Choreo, LLC IL$17,260
Bish's Rv Inc. ID$17,047
Anna's House MI$15,378
Rhetech, LLC MI$14,876
Automoney, Inc. SC$14,678
Ssa Group LLC CO$13,922
Reserve Ftl LLC IL$12,272
One X, LLC TX$10,257
Troon Golf AZ$8,925
Geotek, LLC MN$7,856
Phe, Inc NC$7,581

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