Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 4

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
Lee University TN$200,512
Mythics, LLC VA$199,803
Kfi Engineers MN$198,222
Hosparus, Inc. KY$197,818
Monro, Inc. NY$197,686
Hometrust Bank NC$195,758
Dtsv, Inc. VA$193,517
Rack Room Shoes NC$191,565
Fun Town Rv TX$190,577
Nava Pbc DC$189,411
Abbott House NY$189,352
Steelfab, Inc. NC$187,949
Carl Zeiss, Inc. NY$185,738
Cohnreznick LLP NY$185,049
Sasco CA$183,175
Orthoatlanta GA$182,110
Daktronics, Inc. SD$181,974
Railpros, Inc. TX$180,761

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