Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 37

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
Intervala, LLC PA$19,208
Tigua, Inc. TX$19,107
Sundyne, LLC CO$19,020
Bitly, Inc. NY$18,858
Jva, Inc. CO$18,770
RISE48 Am, LLC AZ$18,750
Callisons, Inc. WA$18,625
Acr Homes, Inc. MN$18,468
Miller Apple LP MI$18,467
Alluma, Inc. MN$18,312
Hnh Holdings MO$18,222
Zimperium Inc. TX$18,124
Metro Sales Inc MN$18,058

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