Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 33

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
Paq Inc CA$26,426
Hint, Inc. CA$26,136
Britecore MO$26,021
Cmd Corporation WI$25,792
Gecko Robotics PA$25,698
Highlevel Inc. TX$25,633
Corbus LLC OH$25,611
Citynet WV$25,043
Tco, LLC KY$25,042
Icr, LLC CT$24,866
Meateater Inc. MT$24,777
Tiptree Inc. CT$24,756
Pinchin LLC MI$24,692
Vivet Inc. NC$24,689

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