Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 11

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
Mashburn, LLC GA$106,576
Brown Sims, P.C. TX$106,317
Ochin, Inc. OR$106,144
D-Patrick, Inc. IN$105,688
Ashcroft Inc. CT$105,657
Bramco, Inc. KY$104,875
LOGIC20/20 Inc. WA$104,330
Stine LLC LA$104,246
Dyopath, LLC TX$103,612
Parkland USA TX$102,718
Amsive, LLC IL$102,177
Qhr Health, LLC TN$101,925
Qhr Health, LLC TN$101,925
Qhr Health, LLC TN$101,925
Qhr Health, LLC TN$101,925
Run Studios LLC WA$101,189
Rwls, LLC TX$100,483
Tuuci, LLC FL$100,462
Lincare Inc. FL$99,824
Tegra LLC VA$99,795
Endo USA, Inc. PA$99,792
Alley Theatre TX$99,445

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