USIbroker

Benefits brokerage · plan year 2024 · page 10

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
won Crescent Communities II, LLC
won Desert Ndt LLC
won White Bird Clinic
won St. Moritz Security Services Inc.
won Empower Benefits Inc.
won Transforming Age Associates, LLC
lost Shawntech Communications, Inc.
lost Zidan Management Group Inc
lost Bswift Resources LLC
lost Serenity Lane
lost Marwood Group & Co, USA LLC
lost Vision First Eye Care
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
Rochester Meat Company MN$115,949
Tenderloin Neighborhood Development Corporation CA$115,852
Forbes Todd Automotive II LLC TX$115,804
Grand Lodge of Free and Accepted Masons of PA PA$115,619
Universal Metal Products, Inc. OH$115,573
Aramcor, Inc. TX$115,537
Gebruder Weiss, Inc. IL$115,451
Komico Technology, Inc. TX$115,398
Mid Minnesota Federal Credit Union MN$115,242
Westwood Professional Services, Inc MN$115,192
Asbury Services Inc NJ$115,188
Wharton-Smith, Inc. FL$115,162
Simpson Thacher and Bartlett LLP NY$115,119
Beeline Import and Services, LLC GA$115,108
McRee Ford, Inc. TX$114,992
Chartway Federal Credit Union VA$114,849
Dollar Shave Club CA$114,354
Midmark Corporation OH$114,186
Expro Americas, LLC TX$114,118
Phoenix Rehabilitation and Health Services, Inc. PA$114,108
Mindex Technologies Inc. NY$114,064
Coal-Mac LLC KY$114,024
Conservation International VA$113,993
Healthreach Community Health Centers ME$113,967
Control Point Associates, Inc. NJ$113,816
Calvert Controls, LLC MD$113,696
Gac Shipping USA Inc TX$113,518
Fair Health, Inc. NY$113,491
Hemasource, Inc. UT$113,481
Edsa Inc. FL$113,440
Navigant Credit Union RI$113,379
Tpc Wire & Cable Corp. OH$113,309
Edsa, Inc. FL$112,826
New Frontier Materials LLC MO$112,734
Fuel Total Systems Kentucky Corporation KY$112,487
Alsip Minimill, LLC IL$112,186
Joint Township Dist. Mem. Hospital OH$112,150
Mrqd Inc. OR$112,139
Ohi West Medical Group II LLC FL$112,131
South Central Planning and Development Commission, Inc. LA$111,840
Stanley Electric Holding of America, Inc. MI$111,730
Highlight Technologies, Inc VA$111,700
Dc Logistics, LLC CA$111,645
Ha-International, LLC IL$111,596
Skills, Inc. WA$111,515
Traxxas, L.P. TX$111,394
Tlcs, Inc. CA$111,369
Perma-Pipe International Holdings, Inc. TX$111,353
O'Keeffe's, Inc. CA$111,255
Maxim Crane Works, LP KY$111,211
American Osteopathic Association IL$111,203
Erw Site Solutions TX$111,074
Datalogic USA Inc OR$111,048
The Penta Building Group, LLC NV$110,962
Arguindegui Management, LLC TX$110,784
Tao Group Operating, LLC NY$110,736
Euclid Insurance Services, Inc. IL$110,672
Spark Community Investment Company DC$110,668
Child Care Aware of America VA$110,648
Mariani Packing Company, Inc. CA$110,599
American Heritage Lending, LLC CA$110,551
Exo, Inc. TX$110,490
Frontier Health TN$110,478
Baffetto Holding Company WA$110,449
The Q-Lab Corporation OH$110,344
Abc Professional Tree Services, Inc. TX$110,294
Nen/Sbs Consolidator LLC GA$110,056
Voestalpine Railway Systems Nortrak LLC WY$109,883
Lakeside School WA$109,870
Wallis Bank TX$109,845
Pharmacord IN$109,751
Neighborhood Health Center of Wny, Inc. NY$109,748
National Center for State Courts VA$109,470
Scheid Vineyards California, Inc. CA$109,457
Leaf Home, LLC OH$109,441
Everfox Holdings LLC VA$109,309
Neches Federal Credit Union TX$109,060
William Jessup University CA$109,026
Money Management International, Inc. TX$108,877
Discovery Education, Inc. NC$108,824
Master Mobilelink TX$108,665
Biourja Renewables, LLC TX$108,517
Primary Arms LLC TX$108,423
Inmotion Hosting, Inc. VA$108,257
Symetra Life Insurance Company WA$108,239
Rush Street Interactive LP IL$108,231
Cofreight Inc CA$108,220
Ontario Refrigeration Service, Inc. CA$108,149
Vamac, Inc. VA$108,108
Pbmares, LLP VA$108,039
Tribute Bakery Acquisition LLC VA$107,926
Snapmedtech,Inc. GA$107,896
Orthopedic Specialist of North America PLLC AZ$107,837
Recreation Centers of Sun City, Inc. AZ$107,728
Pacific Hide and Fur Depot MT$107,561
Tanger Properties Limited Partnership NC$107,385
Eck Industries, Inc. WI$107,334
Dlz Corporation OH$107,315
Murakami Manufacturing USA, Inc. KY$107,048
Pact Inc DC$107,010

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