Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 12

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
Brg Sports OH$98,823
Bono Care, LLC TX$98,767
Lemek, LLC MD$97,772
Vuteq USA, Inc. KY$97,517
Baird Holm LLP NE$95,589
Dccc DC$95,584
Ag-Power, Inc. TX$95,223
Rinnai America GA$94,973
Singerlewak LLP CA$94,612
Seg, Inc. PA$94,214
Mti Baths, Inc. GA$94,144
Monin, Inc. FL$93,573
Alten US CO$93,464
Bidadoo, Inc. WA$93,291
Morgan Corp SC$92,260

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