Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 30

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
Day 1 Academies WA$32,713
Motivate LLC NY$32,702
Ehs, Inc. NY$32,663
A.G.I.A., Inc. CA$32,633
McR Health FL$32,553
Miracorp, Inc. AZ$32,512
Transtar, LLC PA$32,480
Aoa Management AZ$32,472
Sib Midco, LLC SC$32,338
Hemosonics, LLC NC$32,290
Heinen's, Inc. OH$32,140
Five Rings LLC NY$31,881
Mattr US Inc. TX$31,840
Iws USA Corp. TX$31,647
Mailsouth, Inc. AL$31,638
Aaa Minneapolis MN$31,563
Tri-Supply LLC TX$31,518
Sonicwall, Inc. CA$31,337
One Physics MD$30,928
Davies US, LLC TN$30,911
Sunmed LLC MI$30,574
Ssoe Inc OH$30,505

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