Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 26

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
Vertin Company MN$42,031
CORE4CE, LLC VA$41,747
Allison, Inc. PA$41,738
Appvion, LLC WI$41,437
Ohioguidestone OH$41,176
Kitsap Bank WA$41,135
Davies US, LLC TN$41,128
Vertafore, Inc. CO$41,036
Jordano's Inc. CA$41,022
Gaudenzia, Inc. PA$40,936
Faithlife, LLC WA$40,798
Convergenz, LLC VA$40,751
Hyspeco, Inc. KS$40,360
Capform, Inc. TX$40,285
Hansgrohe, Inc. GA$40,280
Csa Global LLC VA$40,244
Csa Global LLC VA$40,244
Jhoss LLC GA$40,122
Bowles Rice LLP WV$39,970
Ardex LP PA$39,911
Tauck, Inc. CT$39,721

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