Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 15

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
Cymstar, LLC OK$80,970
Leafly, LLC WA$80,435
Hypori Inc. VA$80,366
Tralongo LLC MI$79,591
Switch, LTD. NV$79,431
La Causa Inc. WI$79,103
Empower Ai VA$78,656
Offerup Inc. WA$78,396
Accelevation OH$78,286
Yunex LLC TX$78,156
Ameribrands GA$78,000
Noor Staffing NY$77,803
Noor Staffing NY$77,803
Litmos US, LP CA$77,339
Enerfab, Inc. OH$77,230
Cumberland Rest TX$77,207

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