Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$364.3M

USI was paid $364,254,682 in commissions and fees across 5,862 employer benefit plans in 2024, as reported on Schedule A ($89,792,520 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 980 client planslost 889

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 · 20245,862
The Faison Center VA$1,640,677
Premier Health OH$839,572
Assa Abloy Inc. CT$823,220
Winsupply Inc. OH$694,465
Kb Home CA$623,275
SA Recycling LLC CA$565,435
Qorvo US, Inc. NC$554,220
Sky Chefs, Inc. TX$513,338
Inmar, Inc. NC$484,747
White & Case LLP NY$444,615
Aledade, Inc. MD$440,627
Ingenovis CO$438,547
Uworld, LLC TX$433,911
Transcat, Inc. NY$430,224
Cargurus, Inc. MA$424,769
Lactalis USA NY$418,457
Trulieve FL$416,823
Sei Group GA$401,675
Assa Abloy Inc. CT$396,756
Dmc Global Inc. CO$394,504
Qgenda, LLC GA$380,900

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