Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 14

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
POINT.360 CA$86,643
The Door NY$86,238
Future US, Inc. NY$86,082
Aa Obgyn, PLLC TX$85,337
Associa, Inc. TX$85,234
Carestl Health MO$84,693
Starkey, Inc. KS$84,693
Bsi Engineering OH$84,587
Qhr Health, LLC TN$84,377
Qhr Health, LLC TN$84,377
Wellspan Health PA$84,175
Allied Stone TX$82,910
Allied Stone TX$82,910
Allied Stone TX$82,910
Qualx, LLC VA$82,498
Vinylmax, LLC OH$81,733
Mithun, Inc. WA$81,543
Patagonia Works CA$81,151

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