Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 13

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
Feditc, LLC TX$92,018
Vets Pets NC$92,018
Ave-Plp, LLC IA$91,104
Clearent, LLC MO$90,366
Mercy Ships TX$90,256
Leidos, Inc. VA$90,059
One Gi, LLC TN$89,543
Technomics VA$89,370
Bij la LLC LA$89,237
Soft-Lite LLC OH$89,210
Ciera Bank TX$89,106
Fpl Food, LLC GA$89,035
Galls, LLC KY$88,660
Petland, Inc OH$88,526
Careen, Inc. MN$87,421
Rev.Io GA$87,337
Sheerid OR$87,243

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