WARNER PACIFIC INSURANCE SERVICESbroker

Benefits brokerage · plan year 2024 · page 4

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
won Intelliswift Software, Inc
won Pricetrace LLC
won Golden Aluminum Inc.
won Vanguard Industries East, Inc.
won Thoro Packaging
won Roland Corporation U.S.
lost Rocky Mountain Health Care Services
lost National Graphics, LLC
lost Del Grande Dealer Group
lost Eventus Solutions Group
lost Millworks, Etc. Inc.
lost Energy Inspection Services, 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 · 2024315
Saucedo Oil Field Service CO$561
Sierra View Homes CA$513
Fashionpass, Inc. CA$487
Special Aerospace Services CO$468
Ringler Associates Incorporated CA$416
Stronghold Engineering, Inc. CA$410
Kings Oil Tools, Inc. CA$405
Spieker Companies CA$344
The Pegasus School CA$230
Fort Sill Apache Industries, LLC NM$123
Mg Oil Company SD$117
Fante, Inc. dba Casa Sanchez CA$60
Ariel Clinical Services CO$42
Trio Manufacturing, Inc. CA$13
Fisher Island Community Association, Inc. FL$1

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