Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 19

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
S&K Sales Co. VA$64,619
Gbank NV$63,848
Minitab, LLC PA$63,622
Wika Holding LP GA$63,347
Tesa Tape, Inc. NC$63,343
QK4, Inc KY$63,173
Pathways, Inc. KY$62,980
Wells Concrete MN$62,287
Glowforge, Inc. WA$62,217
Accord MN$61,259
Truveris, Inc DE$61,224
Fibrix, LLC NC$60,534

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