USIbroker

Benefits brokerage · plan year 2024 · page 44

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
McR Health FL$9,960
Battle Ground Academy TN$9,950
Iqnavigator, Inc. FL$9,943
Proact, Inc. MN$9,942
Foley Industries, Inc. KS$9,938
Prevention Point of Philadelphia PA$9,938
Clearcover, Inc. IL$9,908
The Medical Team, Inc. VA$9,892
Lift Technologies, Inc. SC$9,839
Standard Iron & Wire Works, Inc. MN$9,834
Air Systems Northwest WA$9,830
Wallick and Volk, Inc. WY$9,821
Telema Holdings USA KY$9,818
Nisbet Inc. OH$9,816
Tam International, Inc. TX$9,808
Igloo Products Corp. TX$9,793
Vigor Industrial LLC OR$9,775
Phoenix Closures, Inc. IL$9,775
Research Square Aje, LLC NC$9,773
Monofrax LLC NY$9,769
Matter Management Enterprises, LLC GA$9,765
Impact Nw OR$9,765
Plumb House Inc. MA$9,760
McCabe, Weisberg & Conway, LLC PA$9,727
Cahill Gordon & Reindel LLP NY$9,724
Total Dynamics Solutions LLC MN$9,701
Scott Equipment Company MN$9,694
Try-It Distributing NY$9,693
Amerilab Technologies, Inc. MN$9,689
Lifeworks Services, Inc. MN$9,675
Bush Industries, Inc. NY$9,673
Gana-A'Yoo, Limited AK$9,632
Atticus Bakery, LLC CT$9,617
Pivotal Enterprises, LLC WA$9,615
Impact Floors of Texas, LLC TX$9,609
Vigor Industrial LLC OR$9,592
Mahaska Bottling Company IA$9,577
Bellevue Healthcare II Inc. WA$9,549
Spartan Management Group WY$9,538
Passages Hospice LA$9,528
Maco Management Co., Inc. MO$9,521
Athena Consulting LLC MD$9,508
Ute Mountain Ute Tribe Governmental and Enterprise CO$9,504
Mercy Corps OR$9,491
Servicenet, Inc MA$9,465
Renovation Systems, Inc. MN$9,452
Nicolet Plastics, LLC WI$9,448
Community Integrated Services PA$9,443
McR Health FL$9,438
Washington State Employees Credit Union WA$9,432
Bonfes Plumbing, Heating and Air Service, Inc. MN$9,419
Desales University PA$9,402
The Guthrie Clinic PA$9,401
Alexandra Lozano Immigration Law, PLLC WA$9,398
Walter E. Nelson Company OR$9,393
Winsert, LLC WI$9,387
Bel Air Bay Club, LTD. CA$9,382
Ullico Inc. MD$9,372
Angola Wire Products, Inc. IN$9,366
Robbins Manufacturing Company FL$9,352
Community Memorial Hospital NY$9,348
Pipeworks, Inc. OR$9,333
Young Mens Christian Association of the North MN$9,318
McLaughlin Body Company IL$9,278
Henderson Nevada Chamber of Commerce, Inc. NV$9,262
Heritage Products, Inc. IN$9,259
Dlr Holding Company NE$9,258
California Pest Management Association CA$9,247
Culver-Stockton College MO$9,247
North Park Transportation Company CO$9,245
Riffle Machine Works OH$9,243
Planet Nine Private Air, LLC CA$9,221
Shuert Technology, LLC MI$9,217
Willow Brook Christian Services OH$9,216
G-Iii Apparel Group, LTD NY$9,210
Rack Builders, Inc. IL$9,198
Workstream Inc OH$9,194
Ohio Steel Industries, Inc. OH$9,193
Engineered Products Co. MN$9,193
South Central Planning and Development Commission, Inc. LA$9,189
Health Union, LLC PA$9,176
Chemsolv, Inc. VA$9,171
Community Memorial Hospital NY$9,168
International Construction Equipment, Inc. NC$9,136
Destiny Springs Healthcare, LLC AZ$9,125
American Surveying & Mapping, Inc. FL$9,123
Cisco Equipment Rentals, LLC TX$9,120
Ess Tech Subsidiary, Inc OR$9,098
Roadbuilders Machinery & Supply Company, Inc. KS$9,092
Waste Pro USA, Inc. FL$9,091
Kra Corporation MD$9,091
Acculevel Inc. IN$9,067
Childrens Center of Monmouth County, Inc. NJ$9,066
Childrens Center of Monmouth County, Inc. NJ$9,066
Hammond Surgical Hospital, LLC LA$9,057
Clearcover, Inc. IL$9,043
Amvets National Service Foundation MD$9,040
Maverick Gaming LLC WA$9,020
Diamond Materials, LLC DE$9,014
Keating Muething & Klekamp Pll OH$9,004

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