Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 41

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
Mud Bay, Inc. WA$13,824
Semperis Inc. NJ$13,613
Canvas Health MN$13,610
Yes Energy, LLC CO$13,590
Bell Stores OH$13,547
Zipstorm, Inc. WA$13,379
Ubique Group GA$13,238
Rvk, Inc. OR$13,189
G&W Foods, Inc. MO$13,140
Sag-Aftra CA$13,119
Anthromed, LLC IL$13,042
Macpie LLC AZ$13,009
Alluma, Inc. MN$12,915
Bermo, Inc. MN$12,839
McAfee, LLC TX$12,712
Panorama WA$12,632
3C LLC IN$12,597
Dynalab, Inc. OH$12,528

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