WOODRUFF-SAWYER & CObroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$12.2M

WOODRUFF-SAWYER & CO was paid $12,180,095 in commissions and fees across 127 employer benefit plans in 2024, as reported on Schedule A ($2,291,248 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 31 client planslost 37
won Pharmacann USA
won Straub Distributing Company, LTD.
won Center for Human Services
won Community Memorial Healthcare
won Reed Family Companies
won Local Crafts
lost Cogir Management USA, Inc.
lost Nisum Technologies, Inc.
lost Dzs Services Inc.
lost Sokyahealth Mso Inc.
lost Bpm LLP
lost Care Indeed, Inc.
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 · 2024127
United States Bakery OR$3,224
Chp Snfco LLC dba Aspire Senior Living MO$3,221
Legacy Health OR$2,832
A-Dec, Inc. OR$2,828
Reliable Credit Association, Inc. OR$2,691
A and R Solar Corp WA$2,473
The Woodlands Store, Inc. CA$2,347
Dynavax Technologies CA$2,160
Robert Bosch Semiconductor LLC CA$2,029
Transgroup Global, Inc. dba Transgroup Global Logistics WA$1,994
Sumitomo Chemical America, Inc. NY$1,970
Degenkolb Engineers CA$1,938
Oregon Specialty Group OR$1,089
Zidell Marine Corporation OR$1,015
Gould Medical Group, Inc. CA$977
Handi Quilter, Inc. UT$906
Atlas Vineyard Management, LLC CA$781
Griffith Rubber Mills OR$770
Dulcich, Inc. OR$746
Hanson Bridgett LLP CA$687
Smarsh, Inc. OR$607
Crop Management Co., Inc. CA$596
The San Francisco Foundation CA$526
Cytokinetics, Inc. CA$288
Jh Kelly LLC WA$211
Groundworks Services, Inc. OR$89
Rex Signature Services, LLC CA$63

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the WOODRUFF-SAWYER & CO brand.