Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 16

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
Talbert House OH$76,875
Avivo MN$76,843
Wofford College SC$76,325
Bemobile, Inc. ND$76,195
Pen-Link, LTD. NE$76,092
Novocure, Inc. NH$76,069
Walgreen Co. IL$75,000
Food Lifeline WA$73,418
Nox US LLC OH$73,399
Pga Tour, Inc. FL$73,236
Wesley Homes WA$72,446

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