Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 17

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
Yanjan USA LLC NC$72,265
Apsilon Hotels GA$72,231
Hellermanntyton WI$71,594
Florence Bank MA$71,501
Steinberg Hart CA$70,516
Ermi LLC GA$69,924
Aabr, Inc. NY$69,918
Ascent Health LA$69,706
Davies US, LLC TN$69,685
Davies US, LLC TN$69,685
Bankunited N.A. FL$69,627
Iboss, Inc MA$69,541
Ppg Health, PA TX$69,398
Velan Studios NY$69,031
Fsa Store, Inc. TX$68,758
Image Options CA$68,731

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