USIbroker

Benefits brokerage · plan year 2024 · page 5

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
Hylands Consumer Health, Inc. CA$180,623
David Sutherland, LLC TX$180,333
Oliver St. Dermatology Management LLC TX$180,267
Kenneth Young Center IL$179,590
Solaray, LLC CO$179,355
Massachusetts Council of Human Service Providers, Inc. MA$178,880
Saia Motor Freight Line LLC GA$178,787
Perforce Software, Inc. MN$178,520
Bgb Communications, LLC NY$178,447
The Community Preservation Corporation NY$178,307
Davis Memorial Goodwill Industries, Inc. DC$178,177
Inhealthmd Alliance, LLC FL$178,109
Younger Manufacturing Company CA$177,725
Emergency Hospital Systems, LLC TX$177,513
Crowder Constructors, Inc. NC$176,912
I.C.S., Inc. TX$176,671
Beltmann Group Incorporated MN$176,347
5812 Investment Group, LLC MN$176,243
Scallon Controls, Inc. TX$176,080
Sg Business Services, LTD TX$176,022
Ld Services, LLC TX$175,541
Annett Holdings, Inc. IA$175,534
The Professional Golfers Association of America FL$175,464
Three Bears Alaska, Inc. AK$175,042
Psomas CA$174,760
Benesys, Inc. MI$174,621
Thomas Eye Group, P.C. GA$174,265
Board of Trustees of the Producers' Health Benefits Plan CA$174,201
Virginia Transporatation Corp. RI$174,113
Olgoonik Development, LLC AK$173,975
Stoneridge Software, Inc. MN$173,285
Radnet Management, Inc. CA$173,016
Action Property Management, Inc. CA$172,975
Lin R. Rogers Electrical Contr., Inc. GA$172,890
National Safety Apparel OH$172,846
Pv Fluid Products, Inc. TX$172,823
Desert Ndt LLC TX$172,690
Gardiner & Theobald Inc. NY$172,491
Delta Information Systems PA$172,442
Strategic Materials, Inc. TX$172,213
Medialinks Tv, LLC DC$171,950
A&P Coat, Apron and Linen Supply NY$171,749
Diamond Materials, LLC DE$171,534
Computershare US Services Inc. MA$171,094
The University of Portland OR$170,966
U.S. Fire Insurance Company NJ$170,814
Enhance Operating, LLC FL$170,410
Clarke Power Services, Inc. OH$170,194
Sagis, PLLC TX$169,528
Intrepid Potash, Inc. CO$169,303
The Paradies Shops, LLC GA$169,218
Keller Postman, LLC IL$168,703
Odw Logistics, Inc. OH$168,643
Rumpke Consolidated Companies, Inc. OH$168,629
Preston Automotive Group MD$168,555
Hillsides CA$168,552
Hickory Springs Manufacturing Company NC$168,064
Corrugated Supplies Company, LLC IL$168,019
P10 Intermediate Holdings, LLC TX$167,820
Holt of California CA$167,794
Care Advantage, Inc. VA$167,773
Maxwell Group, Inc. NC$167,738
Armstrong Teasdale LLP MO$167,648
Onesource Virtual HR, Inc. TX$167,382
United Hospital District MN$167,187
Car Toys, Inc. WA$167,062
Interactive Communications International, Inc. GA$166,883
Westfield Distributing North Dakota Inc. IL$166,605
Do IT Best Corp IN$166,415
Catholic Charities, Diocese of Fort Worth, Inc. TX$165,949
Lawson Products, Inc IL$165,930
Pavlov Media, Inc. IL$165,823
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. NC$165,721
Touro University Nevada NV$165,688
Clearcover, Inc. IL$165,399
Clearcover, Inc. IL$165,399
Xperi Inc. CA$165,155
Thule, Inc. CT$165,115
Haumiller Engineering Company IL$164,457
Manion's Wholesale Building Supply, Inc. WI$164,405
Parker County Hospital District TX$164,319
Sullivan & Cromwell LLP NY$164,285
Meridian Senior Living MD$163,967
Nexus Health Systems TX$163,949
Better Health Group Services, Inc. FL$163,883
Davis Elen Advertising, Inc. CA$163,441
Fisher & Phillips LLP GA$162,699
Central Dynamics Corporation FL$162,570
Robert Louis Stevenson School CA$162,543
Spencer Ogden, Inc. TX$162,457
Bij Motors Tx, LLC TX$162,230
Island Operating Company, Inc. LA$162,193
Nazareth University NY$162,104
Heart and Vascular Partners, LLC OK$162,021
Mica Steelworks, Inc. TX$161,976
Cowan Group, LLC TX$161,877
James Edward and Companies, Inc. TX$161,712
United Dairy Farmers, Inc. OH$161,668
Build-A-Bear Workshop, Inc. MO$161,526
Carrus Healthcare, LLC TX$161,347

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