USIbroker

Benefits brokerage · plan year 2024 · page 42

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
won Crescent Communities II, LLC
won Desert Ndt LLC
won White Bird Clinic
won St. Moritz Security Services Inc.
won Empower Benefits Inc.
won Transforming Age Associates, LLC
lost Shawntech Communications, Inc.
lost Zidan Management Group Inc
lost Bswift Resources LLC
lost Serenity Lane
lost Marwood Group & Co, USA LLC
lost Vision First Eye Care
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
American Alarm and Communications, Inc. MA$12,487
Nice Healthcare Management Company, Inc MN$12,467
Great Lakes Brewing Company OH$12,458
Tiger Drylac U.S.A, Inc. IL$12,455
American Gi Forum - Nvop TX$12,439
Leppo, Inc. OH$12,436
Preston Automotive Group MD$12,402
Savage Arms, Inc. MA$12,381
Ageless Living Home Health, LLC TX$12,379
International Computer Appliances Corporation MN$12,365
A.B. Data, LTD. WI$12,360
New England Deaconess Associates MA$12,317
Belmont Housing Resources for Wny Inc NY$12,296
One Hope United IL$12,293
William J. Cassidy Tire & Auto Supply, LLC IL$12,285
Triune Health Group IL$12,251
Impinj, Inc. WA$12,248
Rock River Lumber &Grain IL$12,234
Chhj Franchising L.L.C. FL$12,227
Data Axle, Inc. TX$12,217
Dorsey and Whitney LLP MN$12,212
Nextec Operating Corporation WA$12,212
Quinault Indian Nation WA$12,207
Reciprocal Management Corporation NJ$12,200
Reciprocal Management Corporation NJ$12,200
Austin Trinity Episcopal School TX$12,193
Photon Brothers, Inc. CO$12,177
Talke USA Inc TX$12,176
Progressive Converting Inc WI$12,168
Advatix, Inc. CA$12,161
L. H. Gault & Son, Inc. CT$12,123
Hunter Buildings, LLC TX$12,122
Roi Revolution, Inc. NC$12,115
Varidesk, LLC TX$12,111
McAf, LLC OH$12,080
Preferred Utilities Manufacturing Corp. CT$12,017
Freedom Credit Union MA$11,998
Orchard Machinery Corporation CA$11,983
Mackin Book Company MN$11,964
East Central Energy MN$11,960
Frazier Industrial Company NJ$11,939
Conax Technologies, LLC NY$11,936
Shorts Travel Management, Inc. IA$11,917
Ziff Davis, Inc. NY$11,912
Valley Pacific Petroleum Services, Inc. CA$11,873
Gle Management Services, LLC WV$11,868
Anchorage Capital Advisors, L.P. NY$11,866
Delta Marine Industries, Inc. WA$11,839
Landpoint Holdings, LLC TX$11,839
Willamette Community Health Solutions OR$11,826
Enerplus Resources USA Corporation CO$11,826
Heroux Corp. OH$11,823
Thrive Behavioral Network, LLC MN$11,820
Tec Equipment, Inc. OR$11,813
Kindering WA$11,783
Tbs Factoring Service, LLC OK$11,776
Strong Rock Christian School, Inc. GA$11,776
Martin Altmeyer Funeral Home, Inc OH$11,776
Community Health Center of Snohomish County WA$11,757
Lohmiller & Company CO$11,747
Jill Acquisition, LLC MA$11,730
Muth Company, LLC WI$11,715
Ohio Valley Flooring, Inc. OH$11,698
Ace Precision Machining, LLC WI$11,689
Guardian Management LLC OR$11,660
Jeff, Pat, Chris, LLC WA$11,631
Trinity Glass International, Inc. WA$11,617
Newwave Telecom & Technologies, Inc. MD$11,615
Cs Contract Solutions LLC NH$11,613
Cs Contract Solutions LLC NH$11,613
Mindful Support Services, LLC WA$11,612
Association of Commercial Real Estate CA$11,588
Cornerstone Detention Products, Inc. AL$11,585
Boston, Inc. WI$11,523
Harmonic Drive, LLC MA$11,518
Radiant Logistics, Inc. WA$11,517
Child Care Resource & Referral, Inc. MN$11,517
Ra Outdoors, LLC D/B/A Aspira TX$11,515
Halverson and Blaiser Group, LTD MN$11,487
Blue Ribbon Restaurants Novi, LLC MI$11,460
Product Development Associates Inc. MN$11,436
Product Development Associates Inc. MN$11,436
Cooper Roofing and Solar, Inc NV$11,400
Cooper Roofing and Solar, Inc NV$11,400
Geo. W. Kistler, Inc. PA$11,382
Blueprint Technologies, LLC WA$11,363
Vika Companies, LLC VA$11,355
Prs Management, Inc. OR$11,350
Lucky Eagle Casino WA$11,350
Comunidades Latinas Unidas En Servico, Inc. MN$11,348
Shaw Acquisition Corporation MN$11,346
United Heritage Credit Union TX$11,317
City View Electric, Inc. MN$11,304
Bay Colony Community Association, Inc. FL$11,280
Northeast Treatment Centers PA$11,252
Horton Lees Brogden Lighting Design, Inc. NY$11,247
Pax Machine Works, Inc. OH$11,223
Gulfstream West Investments, Inc. WV$11,218
Neenah Foundry Company WI$11,205
Scott Carver Dakota Cap Agency, Inc. MN$11,205

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