Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 28

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
The Barnes Firm NY$36,907
Atticus, LLC NC$36,815
Saw, Inc OH$36,714
Glosten, Inc. WA$36,691
Alliance Bank MN$36,588
Vuteq USA, Inc. KY$36,453
Mc Companies AZ$36,413
Rusin, LTD. CO$36,311
Wilson Oil Inc. WA$36,187
Hope Gas, Inc. WV$35,830
Ovh US, LLC VA$35,779
Osp, LP MN$35,598
Boxout, LLC OH$35,553
Nextek, Inc. AL$35,411
Crayola LLC PA$35,207
Ga Telesis, LLC FL$35,051
Lakes Gas Co. MN$34,895

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