Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 36

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
Peconic Landing NY$21,061
Repacorp, Inc. OH$21,042
Alscott, Inc. ID$20,872
Milsco, LLC WI$20,814
McGard LLC NY$20,565
Mahr Inc. RI$20,556
3MD, Inc. WA$20,474
Yunex LLC TX$20,379
Predicine Inc. CA$20,129
Oil Patch Group TX$20,059
Lad Lake, Inc. WI$20,018
Powerex, Inc. PA$19,925
Accelevation OH$19,807
Careflite TX$19,796
Trical, Inc. CA$19,706
Mjo Industries OH$19,495

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