USIbroker

Benefits brokerage · plan year 2024 · page 52

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
Nelson Brothers Trucking, Inc. OR$3,026
Desert Ready Mix AZ$3,022
Cooper Roofing and Solar, Inc NV$3,012
Organized Living Inc. OH$3,008
Productivity Inc MN$2,986
Quinault Indian Nation WA$2,983
Westminster College MO$2,977
Wilson Sonsini Goodrich & Rosati, P.C. CA$2,962
Ciso Global AZ$2,960
Motion & Control Enterprises, LLC PA$2,958
Hotel Management & Consulting, Inc. KS$2,954
South Central Planning and Development Commission, Inc. LA$2,948
Waldorf Acquisition, LLC IA$2,944
Missouri Prime Beef Packers, LLC MO$2,940
Red River Valley and Western Railroad Company ND$2,938
United Aluminum Corporation CT$2,926
National Guard Products, Inc. TN$2,926
Jay-Bee Oil & Gas, Inc. FL$2,925
Rm Personnel, Inc. TX$2,919
Catalyst Orthodontic Group KS$2,918
Barnhardt Manufacturing Co. NC$2,918
Pembroke Hill School MO$2,910
Monroe Medi-Trans, Inc. NY$2,899
Greater Pittsburgh Community Food Bank PA$2,893
Affinity Health Partners, LLC NC$2,889
4IMPRINT, Inc. WI$2,882
The Geo Group, Inc. FL$2,880
Thk Manufacturing of America, Inc. OH$2,874
Greater Pittsburgh Community Food Bank PA$2,863
Pillsbury United Communities MN$2,856
Fashionpass, Inc. CA$2,845
Norfolk Airport Authority VA$2,833
Jasper Wyman & Son ME$2,827
Envirotrac, LTD. NY$2,824
Mackay Restaurant Management Group, Inc. WA$2,823
Amvets National Service Foundation MD$2,811
Fytertech Nonwovens, LLC WI$2,810
Intercept Youth Services VA$2,802
Gevo, Inc. CO$2,796
Barnallen Technologies, Inc. MD$2,794
Barnallen Technologies, Inc. MD$2,791
National Energy & Fuels, Inc. MA$2,789
Mikros Engineering, Inc. MN$2,779
Barton Solvents, Inc. IA$2,779
Keswick Multi Care Center Inc. MD$2,768
Keswick Multi Care Center Inc. MD$2,768
Norris & Stevens, Inc. OR$2,763
Rs Water Holdings, LLC TX$2,758
Bristol Aging & Wellness, Inc. MA$2,747
H&Co, LLP FL$2,747
4312 Argentina LLC MN$2,739
Safe Residential Care, LLC ME$2,739
University of Rochester NY$2,736
Felsburg Holt & Ullevig CO$2,730
Paramark Corp. MN$2,725
Avmats MO$2,708
Ariston USA RI$2,697
Willows Lodge Associates, LLC WA$2,690
Menil Foundation, Inc. TX$2,669
Bdp Employment Services, LLC IL$2,663
Penndel Mental Health Center PA$2,630
Schaefer Plastics North America,Llc NC$2,627
The Fogarty Center RI$2,623
Lyon Gear & Machine, Inc. MI$2,616
Lufthansa German Airlines NY$2,607
Stauff Corporation NJ$2,603
Community Care Health Network, Inc. AZ$2,597
Work Unlimited OR$2,575
Totes Isotoner Corporation OH$2,566
Beissers Inc. IA$2,560
First Financial Northwest, Inc. WA$2,560
Affordable Home Health LLC OH$2,558
Tilson Technology Management, Inc. ME$2,546
Coca-Cola Bottling Company High Country SD$2,545
Willmar Electric Service Corp. MN$2,544
Clearcover, Inc. IL$2,543
Bjb Partners, LLC IL$2,542
Ascentra Credit Union IA$2,539
Cleveland Institute of Art OH$2,538
Newrez LLC PA$2,529
Denali Midco 2 LLC AZ$2,528
Elkins Regional Convalescent Center, Inc. WV$2,528
Carrus Healthcare, LLC TX$2,524
Nefco Holding Company I Inc Ghp CT$2,524
Dovelewis Emergency Animal Hospital OR$2,522
Paramark Corp. MN$2,522
Chalmers & Kubeck, Inc. PA$2,518
Spartanburg Day School SC$2,514
Ica Mid-Atlantic NC$2,502
North Central International, Inc. MN$2,497
Richards Packaging, Inc. OR$2,493
The Metropolitan Club, Inc. NY$2,479
Acco Brands Corporation IL$2,479
York Saw & Knife Company, Inc. PA$2,445
Associated Sales & Bag Company WI$2,444
Debbies Staffing Services, Inc. NC$2,441
Rocksol Consulting Group, Inc. CO$2,427
Bbc News USA, Inc. DC$2,421
Progressive Converting Inc WI$2,415
Prime Line Distributors, Inc. FL$2,412

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