USIbroker
Benefits brokerage · plan year 2024 · page 2
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
won Desert Ndt LLC
lost Bswift Resources LLC
lost Serenity Lane
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
West Coast University, Inc. CA$370,250
Lummus Technology LLC TX$367,442
Highgate Hotels, LP TX$363,723
Market Performance Group Holding, LLC NJ$363,252
Pacific Coast Building Products Inc CA$362,512
Associated Banc-Corp WI$361,957
K.L. Breeden and Sons, LLC TX$359,432
Allied Management Inc. TX$358,055
Ldc Stone, Inc. TX$357,439
Legends Hospitality, LLC NY$356,876
Imperative Chemicals Partners, Inc. TX$355,355
Third Coast Bank TX$350,936
Safe Credit Union CA$350,248
Heico Corporation FL$347,728
Roper Technologies, Inc. FL$346,561
Rotork Controls Inc NY$345,847
Mga Entertainment, Inc. CA$341,842
Adc Therapeutics America, Inc. NJ$337,116
Synergenx Physician Services, PLLC TX$335,256
Real Floors, Inc. GA$330,577
Merz, Inc. NC$330,420
Phi Group, Inc. LA$328,280
Herc Rentals Inc. FL$326,564
Rpc, Inc. LA$326,217
Bay Cove Human Services, Inc. MA$325,406
Baywater Pipeline Services, LLC TX$324,095
Western Mesquite Mines, Inc. CA$324,030
Univision Communications Inc. NJ$323,503
Trihealth, Inc. OH$320,804
Northwest Bank PA$318,630
Michelin North America, Inc. SC$317,555
Samtec, Inc. IN$314,280
East Penn Manufacturing Co. PA$313,914
United Bankshares, Inc. WV$313,800
Pacific West Site Services, Inc. CA$313,735
Eviden USA Inc. TX$313,230
Clay Lacy Aviation CA$311,439
Stride, Inc. VA$308,644
Best Practice Associates VA$308,140
Allcat Claims Services, L.P TX$307,763
Gpm Investments, LLC VA$306,435
Cliftonlarsonallen LLP MN$306,078
Cdi Energy Products, LLC TX$304,169
Motion Recruitment Partners LLC MA$302,839
Core Specialty Insurance Services, Inc. OH$300,699
Loar Group, Inc. NY$299,783
McDermott Investments, LLC TX$299,621
Astreya Partners, LLC CA$298,369
American Bible Society PA$296,059
Hastings Equity Partners, LLC MA$295,974
Byd North America, LLC CA$295,777
Wellbore Integrity Solutions, LLC TX$294,998
Streamland Media Midco LLC CA$292,825
Bowtech, LLC OR$292,145
Janus International Group, LLC GA$291,419
Bbc Studios Americas, Inc. NY$291,111
Georgia Aquarium, Inc. GA$290,547
Ultimus Fund Solutions, LLC OH$290,510
Re Build Manufacturing, LLC MA$290,043
Leaf Home, LLC OH$289,027
USA Properties Fund, Inc. CA$285,115
Sharecare Operating Company, Inc. GA$284,966
Mitsubishi International Corporation NY$284,559
Stx Beef Company LLC TX$283,880
Strategic Dental Executives, LLC TX$283,616
Audubon Companies, LLC TX$282,972
Herc Rentals Inc. FL$282,314
Encompass Digital Media GA$282,206
Mid-State Machine & Fabricating Corp FL$281,985
Trilogy, Inc. IL$281,321
Evo Transportation and Energy Services Inc CA$280,922
Nemak USA, Inc. TN$280,818
Rothschild North America Inc. NY$279,187
Effingham Equity IL$279,129
Obsession Operating LLC FL$277,406
Puris, LLC TX$277,250
Bj Energy Solutions LLC TX$275,965
Indorama Ventures Holdings Corporation NC$272,951
Ozarks Medical Center MO$272,502
University of Rochester NY$272,203
Global Connections to Employment, Inc. FL$270,278
Travis Credit Union CA$266,385
Redhorse Corporation VA$265,844
Columbia Memorial Hospital NY$264,247
Hewt Administrative Committee WA$263,332
Victory Automotive Group, Inc. MI$263,092
Avi Foodsystems, Inc. OH$262,163
First Community Credit Union MO$261,781
Santa Monica Seafood Company, Inc. CA$260,492
Powertrain Rockford, Inc. IL$259,686
Medica Services Company MN$259,586
Exp US Services, Inc. IL$259,362
Professional Directional Enterprises TX$258,025
Coffee Regional Medical Center, Inc. GA$257,437
Tntx, LLC TX$255,199
U.S. Venture, Inc. WI$255,149
Designs for Health CT$254,619
Hormann LLC IL$253,329
A. H. Beck Foundation Co., Inc. TX$251,642
Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the USI brand.