Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 31

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
Tackle.Io, Inc ID$30,213
Ice Floe LLC WA$30,012
Diesel Direct MA$29,759
Dynabrade, Inc. NY$29,704
Trim-Tex, Inc. IL$29,661
Farmer Bros Co. TX$29,518
D&L, LLC AR$29,369
Dpix, LLC CO$29,091
Rising Ground NY$28,927
Solvchem, Inc. TX$28,687
Biotage, LLC NC$28,387
Antea USA, Inc. MN$28,313

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