BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Advocate, Inc.

New York, NY

Advocate, Inc. collected $4.6M in commissions and fees from 77 employer health plans in plan year 2024 filings, ranking #108 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$4.6M
$4.2M commissions · $422,615 fees
Employer plans
77
178 contracts
Rank
#108
top 1% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Valiant Integrated Services · Virginia$706,9312,923
Gofundme, Inc. · California$564,517591
Center for Alternative Sentencing and Employment Services (cases) · New York$288,112527
Geopoint Surveying, Inc. · Florida$191,233265
TPR Education LLC · New York$174,568398
Mattson Technology, Inc. · California$172,921232
View the Space, Inc. · New York$159,651360
Xponential Fitness LLC · California$138,423277
Genesis Research LLC · New Jersey$131,314146
Click Therapeutics · New York$115,911165
HG Insights · California$115,321178
Urgo Medical North America · Texas$104,822126
Lsa Associates, Inc. · California$100,313132
Trend Health Partners, LLC · Maryland$92,527311
Therapymatch · New York$89,358503
McCi, LLC · Florida$81,484171
Derecktor Shipyards · Florida$76,549135
Pyramid Construction Group, LLC · New Jersey$75,086138
Insitro, Inc. · California$65,383248
United Mechanical, Inc. · California$64,206153
PCC Medical Holdings, LLC · Florida$56,781425
Branch Financial, LLC · Ohio$50,332433
H.G. Fenton Company · California$47,174289
The XCJ Corp · Washington$46,963100
Rothy's · California$46,663228

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

37 plans
11 plans
7 plans
4 plans
3 plans
2 plans
2 plans

How much does Advocate, Inc. earn from employer health plans?

In plan year 2024 filings, employers reported paying Advocate, Inc. $4,624,562: $4,201,947 in commissions and $422,615 in fees, across 178 insurance contracts at 77 employers. That ranks #108 of 12,126 brokers in the public record.

What commission rate is paid on plans Advocate, Inc. brokers?

Not enough fully insured medical plans name Advocate, Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Advocate, Inc.?

The largest reported payers in 2024 were Valiant Integrated Services, Gofundme, Inc., Center for Alternative Sentencing and Employment Services (cases). California is its biggest state by employer count (37 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.