Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 24

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
Ec Company OR$47,395
Canvas Health MN$47,359
Payoneer, Inc. NY$47,327
Auto Air Export TX$47,204
West Mont MT$46,986
Indus Hotels OH$46,788
Equitas Health OH$46,699
M51 Topco, Inc. MA$46,679
Coloplast Corp. MN$46,570
Epsm, LLC OR$45,899
Everidge MN$45,800
Triple V, Inc. MS$45,659
Posigen, Pbc LA$45,419
Hope Gas, Inc. WV$45,180
Loanpeople, LLC TX$45,031
M-Files, Inc. TX$44,953
MP2 Energy LLC TX$44,933

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