Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 43

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
League Corp. IL$11,171
Murfin, Inc. KS$11,136
The Link MN$10,900
Everidge MN$10,861
Deltek, Inc. VA$10,489
Adcellerant LLC CO$10,485
Bidadoo, Inc. WA$10,449
Von Maur Inc IA$10,215
Mft-Ckf, Inc. IA$10,205
Ssa Group LLC CO$10,199
Quali Tech, LLC MN$10,017

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