Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 21

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
Ar Global PA$57,184
Bethesda MN$57,155
Summit Bank OR$57,111
Summit Bank OR$57,111
Allura TX$57,086
Bokers, Inc. MN$56,967
Neighborimpact OR$56,675
Gmh, Inc. CA$56,612
I.D. Images OH$56,198
Von Maur Inc IA$56,043
McR Health FL$55,831
Project Vida TX$55,561
Von Maur Inc IA$54,940
Iws USA Corp. TX$54,672
Cell Staff, LLC FL$54,567

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