Plan Ledger DOL Form 5500 · updated monthly

WARNER PACIFIC INSURANCE SERVICESbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$5.3M

WARNER PACIFIC INSURANCE SERVICES was paid $5,317,565 in commissions and fees across 315 employer benefit plans in 2024, as reported on Schedule A ($3,328,146 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 109 client planslost 119

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 · 2024315
Drata Inc. CA$131,629
Darktrace, Inc CA$107,260
Agiloft, Inc. CA$73,805
Vaxcyte, Inc. CA$70,576
Ir Labs de, LLC IA$48,950
Tilt Finance CA$37,550
Tatcha LLC CA$31,728
Bendpak, Inc. CA$31,546
Outsource, LLC CA$31,372
Pax Labs, Inc. CA$28,832
Aqueous Vets CA$26,424
Spokeo, Inc. CA$25,310
Bd&J PC CA$24,101
Avidbank CA$23,748
Seachrome CA$23,695
Policing Equity CO$22,951
Thoro Packaging CA$21,559
Team San Jose CA$20,430
La Promise Fund CA$20,318
Kiwico, Inc. CA$19,774
Tyc Americas CA$19,204
D.Law Inc. CA$19,130

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