Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 27

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
Leaf Home, LLC OH$39,256
The N2 Company DE$39,113
Cutera, Inc. CA$39,053
Beontag OH$38,906
Allen Institute WA$38,722
Tcw Admin, Inc. TN$38,110
Dmi Corp TX$38,064
Nexamp, Inc. MA$37,852
McR Health FL$37,651
Flyhomes, Inc. WA$37,312
Meritus Health MD$37,266
Fm Sylvan, Inc. MI$37,224
Nordon, Inc. NY$37,195

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