USIbroker

Benefits brokerage · plan year 2024 · page 53

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
Lawrence Family Jewish Community Center of San Diego County CA$2,395
Wescon Management Group TX$2,395
Bongards' Creameries MN$2,393
Island Paradise Investments, LP Kalakaua Gardens HI$2,392
Cse Americas, Inc. TX$2,385
Twiddy & Company of Duck, Inc NC$2,380
Komico Technology, Inc. TX$2,377
Westminster College MO$2,376
Konami Digital Entertainment, Inc. CA$2,369
Larson Engineering Inc. MN$2,369
The Center for Victims of Torture MN$2,366
Vnc LLC MA$2,358
New Frontier Materials Operations LLC MO$2,358
Forbo America Services, Inc. DE$2,342
Newark Academy Trustees NJ$2,339
Tx Rogue Energy Services, LLC TX$2,338
Cec Corporation OK$2,328
Fareportal, Inc. NY$2,317
South Central Planning and Development Commission, Inc. LA$2,307
Cardone Training Technologies, Inc. FL$2,304
Jam City CA$2,304
Air Academy Federal Credit Union CO$2,302
Minnesota Hockey Ventures Group MN$2,299
Epsm, LLC OR$2,288
Epsm, LLC OR$2,288
Northern Plains Railroad, Inc. ND$2,285
Bms Intermediaries, Inc. MN$2,273
Fox Valley Metrology, LTD. WI$2,265
Nox Health Group GA$2,263
Pheasants Forever, Inc. MN$2,259
Cv International, Inc. VA$2,259
Auro Pr Inc PR$2,245
Ocean Reef Club Inc C/O Human Resources FL$2,244
Dm Dickason Staff Leasing Company TX$2,237
Colorvision International, Inc. FL$2,230
Morris, Manning & Martin, LLP GA$2,229
New Tsi Holdings, Inc. NY$2,226
Brown Physicians, Inc. RI$2,221
Waldorf Acquisition, LLC IA$2,220
Stoneridge Software, Inc. MN$2,219
The Fiesta Tableware Company WV$2,216
Day 1 Academies WA$2,183
Yes Energy, LLC CO$2,173
Crystal Window & Door Systems, LTD. NY$2,157
Igc Holdings, Inc IL$2,150
Carestaff Partners, LLC FL$2,150
Manifest LLC NY$2,146
Medovent Solutions FL$2,142
Superior Products Distributors, Inc. CT$2,138
Rocksol Consulting Group, Inc. CO$2,138
Stealthbits Technologies Inc NJ$2,136
Bedrock Healthcare LLC WI$2,120
West Yost Associates, Inc. CA$2,113
Carolina Cotton Works, Inc. SC$2,108
Plaza Nursing Home Co In NY$2,106
Housing Authority of Cook County IL$2,106
Denison University OH$2,096
Quality Telecom Consultants, Inc. CA$2,092
Jac Bus Corp., Inc. NY$2,088
North Easton Savings Bank MA$2,074
Allied Veterinary Management Service, LLC WI$2,068
Publishers Circulation Fulfillment, Inc. MD$2,055
Sai Gulf, LLC LA$2,053
Vm Consolidated, Inc. AZ$2,053
Pearl Street Dental Management, LLC TX$2,043
Team Daks Aka One Group TX$2,042
Stanley Automotive Enterprises, Inc TX$2,031
South Bend Medical Foundation IN$2,029
Hartman and Hartman, Inc. PA$2,026
Moore & van Allen PLLC NC$2,023
Readyone Industries, Inc. TX$2,014
Risi Inc. dba Fastmarkets MA$2,014
Trustees St. Paul Electrical Workers Health Plan MN$2,013
National Entertainment Collectibles Association, Inc. NJ$2,009
Standard Iron & Wire Works, Inc. MN$2,007
Educational Credential Evaluators I WI$2,000
Gate 1 Travel, LTD PA$1,987
Books International, Inc VA$1,987
Affordable Home Health LLC OH$1,980
Ev Group, Inc. AZ$1,979
Angelini Pharma, Inc GA$1,973
Relay Resources OR$1,968
Noven Pharmaceuticals, Inc. FL$1,966
Safe Flight Instrument, LLC NY$1,944
Tri-Star Imports, Inc. MO$1,928
Providence Hospitality Partners LLC CO$1,923
Astellas US LLC IL$1,911
Goodwill of Silicon Valley CA$1,906
Comcount, Inc. IN$1,898
Landpoint Holdings, LLC TX$1,890
The Merchants National Bank OH$1,887
Rio Valley Pipe TX$1,884
Farmers Union Service Association, LTD. ND$1,880
Proteus, Inc. CA$1,876
Wakefield Pork, Inc. MN$1,874
North Shore Supply Company, Inc. TX$1,859
Mackin Book Company MN$1,856
Jamestown S'Klallam Tribe WA$1,855
Employee Relations Associates, Inc. dba Talentbridge NC$1,842
Yunex LLC TX$1,832

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