Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 20

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
Analytica LLC MD$60,204
Snyder Diamond CA$60,101
Galois, Inc. OR$59,685
Ifl Group, Inc. MI$59,633
Gt&E, LLC PA$59,512
Carlie C's Iga NC$59,484
Dynata, LLC CT$59,307
Highspot WA$59,151
Gardner, Inc OH$59,123
Ascom US Inc. NC$59,111
SUNENERGY1, LLC NC$58,916
Bendon, Inc. OH$58,652
McR Health FL$58,573
Polyquest, Inc. NC$58,320
Passages CA$58,166
Lifenet Health VA$58,084
Ellab, Inc. CO$57,809
Dick Poe Motors TX$57,772
Mi Metals, Inc. FL$57,652
Cortec, LLC LA$57,547

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