Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 25

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
Kessler's, Inc. SD$44,710
Carestl Health MO$44,408
Contactus LLC OH$44,302
Desert Cab LLC NV$44,247
Ageiss Inc. CO$44,138
Pinnacleart TX$43,866
J.E.M. Inc. IN$43,682
Vinton Steel TX$43,674
Phe, Inc NC$43,006
Flexcar LLC MA$42,916
Watsco, Inc. FL$42,824
Macpie LLC AZ$42,504

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