Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 3

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
Lumenis Be, Inc. CA$250,888
Sunset Food Mart IL$247,294
Cassia MN$246,746
Onity Group Inc. FL$245,907
Redis, Inc. CA$245,337
Rugs USA LLC NJ$242,860
Nuloom LLC NJ$242,860
Clayens Np USA IL$240,156
CRISIS24, Inc. MD$236,208
Playon Sports GA$233,750
Preferred Bank CA$233,581
Alten US CO$230,060
Carhartt, Inc. MI$230,003
Alten US CO$222,182
Tekni-Plex, Inc. PA$218,846
Surefire, LLC CA$214,778
Foreflight LLC TX$213,879
Ownbackup Inc. NJ$208,421
Wilen Direct FL$207,695

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