USIbroker

Benefits brokerage · plan year 2024 · page 22

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 Crescent Communities II, LLC
won Desert Ndt LLC
won White Bird Clinic
won St. Moritz Security Services Inc.
won Empower Benefits Inc.
won Transforming Age Associates, LLC
lost Shawntech Communications, Inc.
lost Zidan Management Group Inc
lost Bswift Resources LLC
lost Serenity Lane
lost Marwood Group & Co, USA LLC
lost Vision First Eye Care
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
The Baseball Club of Seattle, Lllp WA$54,060
Affordable Interior Systems, Inc. MA$54,048
Breeze Management Associates, LLC SC$54,016
Kagome, Inc. CA$53,949
Dinwiddie-Hines Construction, Inc. CA$53,943
Paymentus Group, Inc. NC$53,929
Ruby Tuesday Operations LLC TN$53,844
Wag Hotels Inc CA$53,774
Sound Credit Union WA$53,752
Diverse Facility Solutions IL$53,710
Pon North America, Inc. TX$53,696
Elk Operating Services, LLC CO$53,667
Toyo Tanso USA, Inc. OR$53,579
Avid Technology, Inc. MA$53,556
Stevens Aerospace and Defense Systems, LLC SC$53,554
Hairuwear Inc. KS$53,553
Adams Brown Counties Economic Opportunities, Inc. OH$53,534
Fs-Elliott Co., LLC PA$53,518
Atlantic Emergency Solutions VA$53,510
Unify Consulting LLC WA$53,425
Kemron Environmental Services Inc GA$53,418
Alexander Mann Solutions Corporation OH$53,358
Keystone Clearwater Solutions, LLC PA$53,356
Investment Company Institute DC$53,298
Kentucky River Foothills Development Council, Inc. KY$53,287
Allium US Holding, LLC CO$53,256
Mdc Interior Solutions, LLC IL$53,244
Florida National University FL$53,239
Objectwin Technology, Inc. TX$53,121
Dairy Management Inc. IL$53,110
La Clinica de Los Campesinos, Inc WI$53,090
Barrett AG Service, Inc. MN$53,063
Syntha Group, Inc. NC$53,016
Itoham America, Inc. IA$53,013
Drew Child Development Corporation CA$52,993
Netbase Solutions, Inc. CA$52,966
Sintec Media, Inc. NY$52,957
Medical Ar Management Services, LLC TX$52,946
Hugo Boss USA, Inc. NY$52,878
I&E Construction, Inc. OR$52,855
Pride, Inc. ND$52,849
Snider Motors Inc CA$52,839
Educational Opportunities for Children and Families WA$52,833
Rigid Global Buildings, LLC TX$52,785
Rio Grande Co. CO$52,733
The Lindgren Group, Inc. MN$52,717
Fairfax Holdings, Inc. MD$52,699
Massimo Zanetti Beverage USA VA$52,697
Commercial Distributing Company Inc. MD$52,683
Dalsin Industries, Inc. MN$52,649
Glosten, Inc. WA$52,483
North State Building Industry Association CA$52,461
McGough Construction Co, LLC MN$52,457
The Leffell School NY$52,411
Tonkon Torp LLP OR$52,352
Homecare Software Solutions, LLC NY$52,259
Marketvision Research, Inc. OH$52,232
Collabralink Technologies, Inc. VA$52,216
Zzounds Music, LLC IL$52,176
Auxiliary Systems, Inc. VA$52,167
Wilson Fire Equipment and Service Company, Inc. TX$52,125
Hunterdon Medical Center NJ$52,114
Neuehouse Management, LLC NY$52,104
Avery Partners, Inc. GA$52,085
Kleinschmidt Associates ME$52,080
Mathews Archery, Inc. WI$52,067
Dovelewis Emergency Animal Hospital OR$52,037
Cic Group, Inc. MO$52,002
Pcp, LLC WA$51,982
Sansei Gardens, Inc. CA$51,979
Plasser American Corporation VA$51,952
ALL-N-1 Security Services, Inc. GA$51,888
Shorecrest Preparatory School, Inc. FL$51,829
Museum of Fine Arts, Houston TX$51,807
Absolute Software TX$51,759
Orthoalaska, LLC AK$51,738
Omega Morgan, Inc. OR$51,690
Value Windows & Doors, Inc. CA$51,645
Colorado Health Benefit Exchange CO$51,637
Cna Corporation VA$51,636
Alluma, Inc. MN$51,627
Marine Hydraulics International, LLC VA$51,621
Jst Corporation IL$51,619
Republic Wire Inc. OH$51,587
E.M. Duggan, Inc. MA$51,545
Family Healthservices Minnesota, PA MN$51,413
Enkei America, Inc. IN$51,328
Kerecis, LLC VA$51,277
Sellenriek Holding Company, Inc. MO$51,251
Elgi Compressors USA NC$51,166
Central One Federal Credit Union MA$51,077
Centralstar Cooperative, Inc. MI$51,044
Jnd Holdings, Inc. MN$51,026
Advario North America, LLC TX$51,022
Web Industries, Inc. MA$51,010
Sasnak Management Corporation KS$50,993
Sarstedt, Inc. NC$50,971
The Community Action Organization Western New York, Inc. NY$50,957
Sky Solutions, LLC VA$50,938
The Learning Experience Corp. FL$50,885

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