UNKNOWNbroker

Benefits brokerage · plan year 2024 · page 5

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
Rimrock Construction UT$889
Boart Longyear Company UT$870
Ohsu Foundation OR$869
Florida Canyon Mining, Inc NV$867
Thomas University GA$866
Shamin Hotels, Inc. VA$865
Imagine the Possibilities, Inc. IA$864
T.M. Cobb Company CA$854
McCormick Paint Works Company MD$853
Berkeley Eye Institute, PA dba Berkeley Eye Center TX$837
Applied Composite Technology Aerospace UT$829
Clearly Clean Products, LLC PA$794
Mindoula Health Inc. MD$790
Personal Enrichment Through Mental Health Services Inc FL$782
Civiltech Engineering Inc IL$765
Echo Hospice, LLC dba Trinity Hospice TX$762
Cenexel Clinical Research UT$762
Windham Brannon LLC GA$752
Winkler, Inc. IN$747
Acieta, LLC WI$745
Hylkema Roofing Company, Inc. CA$744
Encore Enterprises, Inc. TX$732
Nercon Eng. & Mfg., Inc. WI$716
Ram Manufacturing Company, Inc. UT$693
Murray Automotive Group, LLC FL$684
Caliza, LLC AL$676
Trapp Technology AZ$673
Trophy Automotive Dealer Group LLC CA$661
McCormick Paint Works Company MD$653
Creative Options, Inc. MD$642
Wilson Machine & Welding, Inc AL$613
Parasol Group, Inc. UT$603
Great Basin Industrial UT$596
Los Angeles Jewish Home for the Aging CA$588
Tantus Technologies, Inc. VA$582
Universal Avionics Systems Corp AZ$575
Vertex US Holdings, Inc. TX$574
X-Ray Industries, Inc. MI$561
First Bank of Berne IN$556
2ND Chance Treatment Centers, LLC AZ$536
First Step House UT$534
The Reserves Network, Inc. OH$529
Wen Choo Choo, Inc. GA$526
Tf Warren Group Corporation TX$516
Common Living, Inc. NY$509
Ya Employee Services, LLC MO$502
McCormick Paint Works Company MD$470
Jimcor Agency NJ$468
Studies Weekly UT$467
Yeh and Associates, Inc. CO$465
Integra Financial Services, LLC UT$439
Arlo G. Lott Trucking, Inc. ID$430
Recycle Track Systems, Inc. NY$424
Twin City Hardware Company MN$416
Integrated Finance and Accounting Solutions DC$410
Phoenix Retail, LLC OH$404
Western Electricity Coordinating Council UT$397
Colleton River Plantation Club, Inc. SC$388
Zeb Buyer LLC CO$385
Foothill Clinic, LLC UT$377
Ciera Bank TX$377
Ferriot, Inc. OH$375
Red Rock Auto Group CO$370
King Juice Company, Inc. WI$368
Millstone Weber, LLC MO$361
Family Orthodontics & New England Family Dentistry, PC MA$360
Pine Leaf Investments, Inc. GA$333
Legacy Vacation Club Services, LLC FL$323
Binary Defense Systems, Inc. OH$322
Johnson Hospitality CA$319
Clicklease LLC UT$318
Complete Merchant Solutions UT$315
Winegard Company IA$300
Sigmatech, Inc. AL$299
Code for America Labs, Inc. CA$297
Sierra View Homes CA$296
Hanover Bank NY$291
Smurfit Kappa North America LLC TX$276
Audubon Companies, LLC TX$274
Worden-Martin Inc IL$263
Arnold Ventures, LLC TX$261
Tri Tool Inc. CA$260
Maxwell Group, Inc. NC$255
Altius Inspiro US, Inc. ID$252
The Lodge at Blue Sky UT$244
New Chapter Inc. VT$241
Tpc Wire & Cable Corp. OH$220
Inb National Association IL$213
The Arc of Ventura County CA$206
Peoples Services, Inc. OH$205
The Awty International School TX$202
Planned Parenthood of Northern, Central and Southern New Jersey NJ$196
Louisiana-Pacific Corporation TN$189
Carolina Oaks Dental Care SC$171
Leppo, Inc. OH$164
Brimar Industries NJ$163
Lion Group, Inc. OH$162
Kuhns Enterprises, Inc. CA$158
Kenific Group, Inc. VA$133
Associated Global Systems, Inc. NY$115

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