Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 34

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
Dks Associates OR$24,513
Jawonio, Inc. NY$24,423
Manar, Inc. IN$24,399
Pro Label, LLC WI$24,274
Monti, Inc. OH$24,096
Eps Corporation NJ$24,081
Pathline, LLC NJ$23,875
Waterrower RI$23,763
Nystrom Inc. MN$23,693
Focus Hope MI$23,663
Jhi Group Inc. OH$23,542
Inspirato, LLC CO$23,247
Isaacson Miller MA$23,047

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