USIbroker

Benefits brokerage · plan year 2024 · page 23

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
Coastal Pediatric Associates SC$50,883
Heritage Management Group, Inc. FL$50,872
Venture Tech Solutions FL$50,869
Sparrow Capital Partners, LLC TX$50,862
Donatos Pizzeria LLC OH$50,838
Allied Health Management Services NJ$50,806
Srf Consulting Group, Inc. MN$50,791
Geovera Holdings, Inc. CA$50,732
Syntha Group, Inc. NC$50,716
Bristol Bay Area Health Corporation AK$50,677
Humboldt Park Health IL$50,668
Spindletop Pain Management Company, Inc. TX$50,602
Ohio Management LLC LA$50,596
Diligent Robotics, Inc. TX$50,580
Hampton University VA$50,564
Head Start of Lane County OR$50,563
Bold Orange Company, LLC MN$50,559
Propulsion Controls Engineering, Inc. CA$50,551
Sunland Asphalt & Construction, LLC AZ$50,513
Missouri Eagle, LLC MO$50,509
Tci LLC WI$50,472
Transglobal, Inc. OH$50,438
Neenah Foundry Company WI$50,431
Omega Morgan, Inc. OR$50,394
Es Investments, LLC FL$50,389
Lemark Diversified Investments Corp. FL$50,364
Tacoma Glass Manufacturing WA$50,336
Skana Aluminum Company WI$50,335
Holland & Hart LLP CO$50,302
Safariland, LLC FL$50,271
The Business Council of New York State, Inc. Insurance Fund NY$50,264
Cast Nylons Co., LTD OH$50,226
Lc Services 1, LLC dba Oakpoint MI$50,223
Southeastern Regional Medical Center NC$50,218
Stanley & Judith Dicker Ptr Hillside Manor Nursing Center NY$50,191
Kevin, Inc. ME$50,181
Citizens, Inc. TX$50,099
Pepperl+Fuchs, Inc. OH$50,031
Symmetry Energy Solutions, LLC TX$50,028
Conecraft Inc. TX$50,026
Performance Fire Protection, LLC NC$49,945
Featherlite Exiss Sooner Holding Company, LLC IA$49,889
Hill & Smith Group Holdings, Inc. OH$49,879
Expro Americas, LLC TX$49,829
Kln Enterprises, Inc. MN$49,809
Pomeroy Electric Incorporated FL$49,667
Drisco, L.L.C. KS$49,633
Manufacturers Bank CA$49,551
Hose Master, LLC OH$49,536
Clearwater Services Incorporated OH$49,532
Moore & van Allen PLLC NC$49,507
Medford Wellington Service Co., Inc MA$49,488
Schaefer Systems International, Inc NC$49,488
Dahlheimer Beverage Inc MN$49,469
South Dakota Innovation Partners, LLC SD$49,419
J.S. Helwig & Son, LLC TX$49,410
J.S. Helwig & Son, LLC TX$49,410
Openroad Lending, LLC TX$49,404
Crave Hospitality, LLC MN$49,392
Potawatomi Business Development Corporation WI$49,321
Commercial Parts and Service of Cincinnati, Ohio, Inc. OH$49,295
Latin American Youth Center DC$49,280
Darbun Enterprises, Inc. All Saints Healthcare CA$49,256
Missouri Athletic Club MO$49,241
Cardinal of Minnesota, LTD MN$49,230
Tib, N. A. TX$49,223
Pete Pappas & Sons Inc MD$49,132
Wynne Transport Service, Inc. NE$49,124
Unified Community Connections, Inc. MD$49,094
Resort Retailers, Inc. UT$49,083
Cascade Gasket and Manufacturing Company, Inc. WA$49,070
Cascade Public Media WA$49,060
Sequoia Financial Group LLC OH$49,048
Aries Industries Inc. WI$49,030
Salem Five Cents Savings Bank MA$49,024
Nationwide Fixture Installations, Inc. MN$48,995
USA Water, LLC TX$48,994
Portland Opportunities Industrialization Center, Inc. OR$48,981
First Tech Federal Credit Union OR$48,946
G & G Investments, Inc. TX$48,906
Carestar, Inc. OH$48,877
Memorial Health Care Systems NE$48,813
The Challenger Group CO$48,801
Mental Health Partners CO$48,800
Identity Digital Inc WA$48,703
Child Start, Inc. KS$48,679
Fripp Island Hospitality, LLC SC$48,638
E&H Enterprises of Alexandria, Inc. MN$48,589
H & H Color Lab Inc. MO$48,558
Green Courte Residential Holdings, LLC FL$48,421
Spero Academy MN$48,395
Axinn Veltrop & Harkrider LLP NY$48,384
Ovative Group LLC MN$48,315
Nixon Uniform Service, Inc. DE$48,232
Qhr Health, LLC TN$48,194
Nations Foodservice, Inc. CA$48,159
Mar-Bal, Incorporated OH$48,116
Weaver Bros Inc OH$48,063
Breck School MN$48,056
Tague Lumber, Inc. PA$48,022

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