USIbroker

Benefits brokerage · plan year 2024 · page 47

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
The Eagle Group WA$6,883
Ankrom Moisan Associated Architects OR$6,881
Hankin & Pack PLLC NC$6,879
Gli Mining, Construction & Manufacturing Sub-Association, LTD KY$6,878
Futura Corporation ID$6,844
Wrench, Inc. WA$6,833
Boys & Girls Club of Snohomish County WA$6,826
Plumb House Inc. MA$6,821
Short-Elliott-Hendrickson, Inc. MN$6,816
Crystal Springs Services, Inc. NJ$6,815
Viscount Properties II, LLC TX$6,804
Spectrum Human Services NY$6,803
A & D Technology, Inc. MI$6,793
Perdue, Brandon, Fielder, Collins and Mott, L.L.P. TX$6,780
Western Massachusetts Training Consortium, Inc. MA$6,770
Koons of Silver Spring MD$6,756
Kannegiesser Etech, Inc. MN$6,751
Superior Felt & Filtration, LLC IL$6,748
Breck School MN$6,735
Houston Metro Urology, PA TX$6,723
Pinnacle Healthcare, LLC IN$6,722
Pinnacle Healthcare, LLC IN$6,722
Rural Alaska Community Action Program, Inc. AK$6,715
Plumb House Inc. MA$6,696
University at Buffalo Surgeons, Inc. NY$6,690
Groff Tractor Mid Atlantic, LLC MD$6,689
Marin Realtors CA$6,684
Kleinberg Kaplan Wolff & Cohen, P.C. NY$6,681
Integrated Protection Services, Inc. OH$6,675
Essi Corporation LA$6,668
E.R. Jahna Industries, Inc FL$6,654
Eliza Jennings Senior Care Network OH$6,652
Big Sandy Furniture, Inc. OH$6,650
Kahn, Litwin, Renza, & Company RI$6,640
Ellab, Inc. CO$6,634
Greater Las Vegas Chamber of Commerce NV$6,620
Advanced Process Technologies Inc. MN$6,616
Droneup, LLC VA$6,614
Hartzell Industries, Inc. & Affiliated Companies OH$6,610
The Allen Company CO$6,607
Hyster-Yale Materials Handling, Inc. OH$6,606
Data Center, Inc. KS$6,593
Manuel Companies, LLC LA$6,569
Tobii Dynavox, LLC PA$6,567
Wheeling Park Commission WV$6,560
Rock Regional Hospital KS$6,548
Jasper Wyman & Son ME$6,540
B & B Theatres Operating Company, Inc. MO$6,538
Instructional Empowerment, Inc. PA$6,525
Foremost Farms USA WI$6,505
McCarter & English, LLP NJ$6,499
Raft LLC VA$6,493
Forcht Group of Kentucky, Inc. KY$6,487
Sheffield Pharmaceuticals, LLC CT$6,474
Newark Academy Trustees NJ$6,469
Twin City Knitting Co., Inc. NC$6,468
Mighty Taco, Inc. NY$6,467
Rocksol Consulting Group, Inc. CO$6,463
Retina Minnesota Mso, LLC MN$6,461
Stewart Stainless Supply, Inc. GA$6,438
Harper Houf Peterson Righellis, Inc. OR$6,435
On With Life, Inc. IA$6,430
Flow Service Partners Management LLC TN$6,417
Opco, LLC OH$6,415
Team Enterprise Project Controls Organization, LLC TX$6,399
Homage, LLC OH$6,388
Warren Henry Automobiles, Inc. FL$6,385
Fuelcomm, Inc. WA$6,376
Inx International Ink Co. IL$6,370
Microvision, Inc. WA$6,364
Deluxe Auto Carriers, Inc. CA$6,352
Empower Healthcare Management LLC TX$6,336
Cignys MI$6,333
Portland Opportunities Industrialization Center, Inc. OR$6,315
Housing Authority of Cook County IL$6,310
Precision Broadband Installations OH$6,308
Upper Iowa University IA$6,308
Telema Holdings USA KY$6,303
Continuum Affilates, LLC VA$6,290
Miller Motorcars, Inc. CT$6,281
Richardson Sports, Inc. OR$6,273
Verge Mobile LLC TX$6,264
McKonly & Asbury, LLP PA$6,262
Yes Energy, LLC CO$6,199
Ray Stone Incorporated CA$6,190
Associated Couriers, LLC MO$6,188
Kemron Environmental Services Inc GA$6,185
Felix F. Callari, Inc. CT$6,176
Pulpdent Corporation MA$6,172
Wesco, Inc. MI$6,171
Terrafirma Foundation Repair, Inc. OR$6,160
Acs Technologies Group, Inc. SC$6,154
Science and Technology Corporation VA$6,127
Geneva Financial, LLC AZ$6,124
Granite Excavation Inc. ID$6,120
Plumb House Inc. MA$6,119
Centre Law & Consulting, LLC VA$6,109
Brown and Haley WA$6,099
Kleinschmidt Associates ME$6,095
Western Industries Plastics Products, LLC KS$6,090

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