Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 48

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
Varbros, LLC OH$6,054
Aculabs, Inc. NJ$6,024
Sea, LTD. OH$6,004
Macpie LLC AZ$5,949
Tfe, Inc SC$5,795
Epsm, LLC OR$5,741
Zelle LLP MN$5,674
Pcs Wireless NJ$5,620
Ciso Global AZ$5,613
Delap LLP OR$5,597
Tdi, LLC VA$5,540
Capel, Inc. NC$5,536
Kaasco, Inc. WA$5,357

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