USIbroker

Benefits brokerage · plan year 2024 · page 50

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
Edge One, Inc. WI$4,599
Greater Pittsburgh Community Food Bank PA$4,593
Nova Classical Academy MN$4,588
Ksa Engineering, Inc TX$4,587
New Line Structures & Development LLC NY$4,587
Comcount, Inc. IN$4,562
Summit Early Learning, Inc. PA$4,557
Lenoir-Rhyne University NC$4,547
Vaughn College of Aeronautics and Technology NY$4,547
Vaughn College of Aeronautics and Technology NY$4,547
Vaughn College of Aeronautics and Technology NY$4,547
Think Systems, Inc. MD$4,539
Smith, Anderson, Blount, Dorsett, Mitchell and Jernigan LLP NC$4,522
Riverwood Bank MN$4,516
Innovative Certified Technical Plating, LLC dba Incertec MN$4,512
Childrens Center of Monmouth County, Inc. NJ$4,504
Ovare Group KY$4,504
Envases USA, Inc. NH$4,497
Blum, Inc. NC$4,490
Homestreet, Inc. WA$4,487
Nefco Holding Company I Inc Ghp CT$4,482
Northern California Retired Officers Community CA$4,462
Proponent, Inc. CA$4,462
Dinwiddie-Hines Construction, Inc. CA$4,451
Bidadoo, Inc. WA$4,447
Canal Barge Company, Inc. LA$4,443
College of Saint Elizabeth NJ$4,433
Metro Community Provider Network CO$4,413
Warrior Mfg, LLC MN$4,400
Applied Power Products, Inc. MN$4,394
Proficient Auto, Inc. FL$4,391
Commercial Credit Group Inc. NC$4,383
Liberty Utilities Co. AZ$4,364
The Merchants National Bank OH$4,348
Royal Baths Manufacturing Company TX$4,336
Risi Inc. dba Fastmarkets MA$4,330
Georg Utz, Inc. IN$4,328
Glosten, Inc. WA$4,328
Holaday-Parks, Inc. WA$4,324
Scott Equipment Company MN$4,321
The Institute for Liver Health AZ$4,320
Hughes & Smith, Inc. Metlife Plan VA$4,319
Georg Utz, Inc. IN$4,313
Jensen Enterprises, Inc. NV$4,302
Cv International, Inc. VA$4,290
American Bar Association IL$4,290
Tgnr Holdco LLC TX$4,290
The Center for Pursuit TX$4,278
Wogan Group TN$4,275
B & B Theatres Operating Company, Inc. MO$4,264
Kion North America Corporation SC$4,239
Clean Energy Services TX$4,230
Packaging Concepts, Inc. MO$4,229
North Central International LLC MN$4,228
Nelson Leasing Inc MN$4,228
Citarella West NY$4,217
Associated Sales & Bag Company WI$4,192
American Kraft Industries LLC AR$4,179
Bay State Community Services, Inc. MA$4,153
Nma Employers Insurance Consortium NE$4,145
A Physicians Home Care LLC CO$4,134
Bridgford Foods Corporation CA$4,127
Nca Comp, Inc NY$4,121
Engelman's Bakery GA$4,095
College of Saint Elizabeth NJ$4,059
Tp Host LLC VA$4,039
Rwjbarnabas Health NJ$4,030
Boston Beer Corporation MA$4,016
Envirotrac, LTD. NY$4,011
Instructional Empowerment, Inc. PA$4,007
Arvos Inc. NY$4,005
Thomas Automotive Family LLC PA$3,998
Community Medical Centers, Inc. CA$3,990
Boone Center, Inc MO$3,987
Golden Touch Imports Inc. NY$3,984
Drt Holdings, LLC OH$3,984
Abbott Furnace Company PA$3,958
Generate Upcycle Services SC$3,950
Duke Aerial Equipment, Inc. IA$3,944
Black Duck Software, Inc. MA$3,933
Crescent Park Corporation OH$3,923
David C Cook CO$3,919
Ahepa Affordable Housing Management Company IN$3,902
Greatland Corporation MI$3,899
Mid South Milling Company, Inc TN$3,896
Systemair Manufacturing, Inc. KS$3,881
Cka Management, LLC NJ$3,879
United Aluminum Corporation CT$3,875
Elkins Regional Convalescent Center, Inc. WV$3,873
Portland Opportunities Industrialization Center, Inc. OR$3,869
Paul, Weiss, Rifkind, Wharton & Garrison LLP NY$3,866
Wichita Center for Graduate Medical Education Inc. KS$3,860
Finn Corporation, Inc. OH$3,855
Stealthbits Technologies Inc NJ$3,843
Providence Medical Group LLC IN$3,797
Gle Management Services, LLC WV$3,785
Rokstad Power Corporation AZ$3,781
John Henry Foster Minnesota, Inc. MN$3,761
Cincinnati Bengals, Inc. OH$3,758
University of Findlay OH$3,757

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