Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 35

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
Canvas Health MN$22,918
Ehire GA$22,877
Cotting School MA$22,676
Top Guard, Inc. VA$22,602
Crew Carwash IN$22,413
Airworthy, Inc. WI$22,390
Vuteq USA, Inc. KY$22,108
Kbs, Inc. VA$22,052
Larosa's, Inc. OH$22,039
Zetron, Inc. WA$21,713
Arq, Inc. CO$21,685
Homeward, Inc. TX$21,669
Comserv, Inc. NC$21,609
ONE80 Place SC$21,373
Gravity Haus CO$21,230
Phononic, Inc. NC$21,197

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