UNKNOWNbroker

Benefits brokerage · plan year 2024 · page 3

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
won First Bank of Berne
won Lion Group, Inc.
won Common Living, Inc.
won Yeh and Associates, Inc.
won Northrock, Inc.
won King Juice Company, Inc.
lost Enterprise Financial Group, Inc.
lost Mbs Opco LLC
lost Nebraska Hematology-Oncology PC
lost Hillstone Healthcare
lost Springfield Area Transit Company Incorporated
lost Roush & Yates Racing Engines, 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 · 2024529
Cinch Home Services FL$7,318
Little Company of Mary Hospital of Indiana, Inc. D/B/A Memorial IN$7,247
Canna Provisions, Inc. MA$7,214
Jam City CA$7,184
Freedom Credit Union MA$7,174
Bonner General Hospital Inc. ID$7,169
Commonwealth Credit Union, Inc. KY$7,030
Whitaker Oil Company GA$6,931
Metaphase Consulting, LLC VA$6,717
Bradley County Medical Center AR$6,581
Potomac Corporation IL$6,485
Regional Women's Health Management, LLC NJ$6,482
First Orion Corp AR$6,329
Ramsey Industries, Inc. OK$6,209
Allen Engineering Corp AR$6,065
Cumberland Rest TX$5,983
Boasso Global, Inc. FL$5,976
Family Focus IL$5,801
United Tranzactions, LLC FL$5,800
Big Sky Dairy ID$5,708
Bridgephase, LLC VA$5,701
Calibre CPA Group, PLLC MD$5,639
Way Finders, Inc. MA$5,536
Landscape Structures Inc MN$5,535
Ascent Hospitality Management Co., LLC GA$5,533
Pflow Industries, Inc. WI$5,483
Quality Carriers, Inc. FL$5,442
Kld Associates, Inc. NY$5,189
Mike Morse Law Firm PLLC MI$5,149
Disability Rights California CA$5,123
Ameritas Holding Company NE$5,120
Auto Ranch Group, Inc ID$5,090
Aci Worldwide, Inc. NE$5,010
Kingsway America Inc. IL$4,986
Morningstar Senior Management, LLC CO$4,976
Agility Partners, LLC OH$4,882
Morrison, Ekre & Bart Management Services, Inc. AZ$4,780
Hb Wealth Management, LLC GA$4,710
Rise Brands, Inc. OH$4,604
Galois, Inc. OR$4,577
Ear, Nose & Throat Consultants of East Tennessee, P.C. TN$4,549
National Student Clearinghouse VA$4,538
Shapiro Metals Holding Company MO$4,485
Precision Vehicle Logistics MI$4,459
Northrock, Inc. KS$4,397
C-A-L Stores Companies, Inc ID$4,378
Owen Electric Company, Inc. FL$4,366
Communities in Schools of the Dallas Region TX$4,342
Rick Steves' Europe, Inc. WA$4,328
Nester Hosiery, Inc. NC$4,300
Medical Associates of Brevard, LLC FL$4,300
Providence Title Company TX$4,277
1-800 Contacts UT$4,262
Genera Energy, Inc. TN$4,260
Creoks Mental Health Services, Inc. OK$4,256
Acadia Healthcare Company, Inc. TN$4,224
Quantum Construction, LLC FL$4,212
Makeready, LLC TX$4,185
Argo Turboserve Corporation NY$4,179
Hope Gas, Inc. WV$4,128
Meadows & Ohly, LLC GA$4,023
Dunagin Transport Company, Inc. TX$4,009
Ardmore Enterprises, Inc. MD$3,983
Northrock, Inc. KS$3,937
Northrock, Inc. KS$3,928
Womack Group, LLC TX$3,903
Air Methods, LLC CO$3,894
Cellular City LTD TX$3,850
Max Surgical Specialty Management NJ$3,848
Stine LLC LA$3,840
Rural Resources Community Action WA$3,830
Computer Design & Integration LLC NY$3,825
Innovative Integrated Health, Inc CA$3,821
Chhj Franchising L.L.C. FL$3,814
Centra Credit Union IN$3,728
Upper Midwest Organ Procurement Organization, Inc. MN$3,725
Second Harvest Heartland MN$3,677
Northrock, Inc. KS$3,602
Northrock, Inc. KS$3,504
England/Corsair, Inc. TN$3,468
Minuteman Security Technologies, Inc. MA$3,418
Cyracom International, Inc. AZ$3,386
Star of Hope Mission TX$3,281
Clarke Environmental Mosquito Management, Inc. IL$3,279
University of Kentucky Federal Credit Union KY$3,273
Syringa Property Management ID$3,261
E&E Manufacturing Company, Inc. MI$3,252
Engineered Products Co. MN$3,247
Open Network Exchange Inc. AZ$3,214
Dunagin Transport Company, Inc. TX$3,100
Alcott, Inc. TX$3,065
Team Enterprise Project Controls Organization, LLC TX$3,033
Ultradent Products, Inc. UT$3,013
Aa Asphalting, LLC WA$3,013
Sacramento Motorcars, LLC CA$2,991
Sheerid OR$2,944
Riverside Farms ID$2,944
Kpi Oceanconnect, Inc NJ$2,876
Pepin Distributing Company FL$2,856
Northrock, Inc. KS$2,806

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