Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 45

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
Sag-Aftra CA$8,918
Vivet Inc. NC$8,885
Biolyph, LLC MN$8,848
Vp Management WV$8,749
Bij la LLC LA$8,625
Epic Io SC$8,597
Von Maur Inc IA$8,348
Ciso Global AZ$8,277
Aptara, Inc. VA$8,250
Evs, Inc. MN$8,124

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