Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 39

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
Acculevel Inc. IN$16,152
Ferriot, Inc. OH$15,988
Lakeside School WA$15,968
Teleion LLC WA$15,913
Vuteq USA, Inc. KY$15,553
Kenyon College OH$15,416
Infinitive VA$15,295
Flexe, Inc. WA$15,246
Lifeport, LLC WA$15,180

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