UNKNOWNbroker

Benefits brokerage · plan year 2024 · page 6

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
Delta C, LP CA$110
Bay Area Youth Services, Inc. FL$110
Pfi Holding Company LLC MO$107
Childcaregroup TX$106
Sebela Pharmaceuticals Inc. GA$104
Zachry Construction Corporation TX$101
Zj Falcon, LP dba Falcon Energy Services TX$97
Yenman Enterprises LLC dba Kobe Japanese Steak House FL$88
Losa LLC OR$86
Varbros, LLC OH$83
Bank of Utah UT$82
Lion Group, Inc. OH$79
Masonic Homes of Kentucky, Inc. KY$71
Gm Warehouse Inc. dba Petes Fresh Market IL$54
Riddle Village PA$54
Mayfair Plastics, Inc. MI$50
Alliance Medical Products, Inc. CA$49
Sarcos Corp UT$42
Professional Analysis, Inc. VA$40
Trimetrix, Inc. VA$40
Zachry Construction Corporation TX$40
The Neighborhood Recycling Corporation MN$38
Essential Cabinetry Holdings, Inc. SC$31
Mfs Supply, LLC OH$26
Derecktor Shipyards FL$25
Zachry Hospitality LLC TX$21
Intermountain Employment Services, Inc. UT$5
Jacksonville University FL$2
Little Friends, Inc. IL$1

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