Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 40

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
Bgme, LLC PA$14,882
Delongs Inc MO$14,873
Allied Stone TX$14,863
Fruth, Inc. WV$14,779
Exploring, LLC GA$14,751
Peconic Landing NY$14,724
Marz Farms Inc. CA$14,721
Ownbackup Inc. NJ$14,490
Acelero, Inc. WI$14,454
Digipen USA LLC WA$14,412
Todyl, Inc. CO$14,306
Bij la LLC LA$14,110
Ev Group, Inc. AZ$13,905
INSPIRE11 LLC IL$13,903
Medilogix, LLC CO$13,879

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