USIbroker

Benefits brokerage · plan year 2024 · page 55

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
Dirt Cheap, Inc. dba Dcg Fulfillment CA$1,297
Grafton City Hospital WV$1,293
Howard Companies LLC OK$1,290
Neighborhood Health Center OR$1,288
Mpc Magnolia Property Management, LLC TX$1,287
Dawson Geophysical Company TX$1,283
Larosa's, Inc. OH$1,277
Kannegiesser Etech, Inc. MN$1,274
Risi Inc. dba Fastmarkets MA$1,273
Hot Rock Haulers LLC VA$1,272
Bay View Industries, Inc. WI$1,261
Employment Solutions, Inc. KY$1,246
Medical Diagnostic Laboratories, LLC NJ$1,243
Fungi Perfecti, LLC WA$1,241
Jostin Contruction, Inc. OH$1,238
Trijicon Inc. MI$1,228
Hovis Auto & Truck Supply Inc PA$1,221
Manhattan Surgical Hospital, LLC KS$1,220
Alivi Tpa of Florida LLC FL$1,218
Sag-Aftra CA$1,215
Alpine Mechanical Services PA$1,214
Saint Therese MN$1,212
Valley Cities Counseling and Consultation WA$1,206
Joe Gear Holdings, LLC LA$1,206
Go-Hire Employment and Development, Inc. KY$1,204
Webster Bank, N.A. NY$1,202
Pacific Crest Building Supply, Inc. WA$1,201
Mackin Book Company MN$1,189
Georg Utz, Inc. IN$1,177
Johnson Anderson and Associates, Inc. MN$1,176
Schwing America, Inc. MN$1,174
Kemron Environmental Services Inc GA$1,173
Founders Conference Center, LLC VA$1,172
Planar Systems, Inc. OR$1,170
Rochester Institute of Technology NY$1,166
Wenthe-Davidson Engineering Co. WI$1,161
Century Housing Corporation CA$1,160
Mastec, Inc. FL$1,140
Marki Microwave, Inc. CA$1,137
Karl Storz Endoscopy-America, Inc. CA$1,119
Finn Corporation, Inc. OH$1,109
Next Level Resource Partners CO$1,108
Next Level Resource Partners CO$1,108
The Philharmonic-Symphony Society of New York, Inc. NY$1,105
Unipres Alabama, Inc. AL$1,097
Childserve, Inc. IA$1,096
Employment Solutions, Inc. KY$1,095
Kleinschmidt Associates ME$1,093
Yenman Enterprises LLC dba Kobe Japanese Steak House FL$1,092
Ke McKays Markets of Coos Bay, Inc. OR$1,091
Gasllc Limited Liability Company WA$1,089
Kurz Transfer Products, L.P. NC$1,079
Maple Springs Laundry, LLC NC$1,065
Franklin & Marshall College PA$1,060
Citynet WV$1,054
Creative Community Living Services, Inc. WI$1,050
Air Line Pilots Association International VA$1,049
Jamul Indian Village Development Corporation CA$1,045
International Information System Security Certification Consortium VA$1,037
Stauff Corporation NJ$1,034
Asbury Services Inc NJ$1,027
Omnidian, Inc WA$1,025
Interventional Spine and Pain Physicians, PA MN$1,020
Mid-Jersey Trucking Industry and Teamsters Local 701 Welfare Fund NJ$1,015
Hawthorne Foundation Inc NY$1,014
Prestera Center for Mental Health Services, Inc. WV$1,010
Lutheran Social Services Group, Inc. NY$1,002
Milrose Consultants, LLC NY$998
West Coast Self Storage, LLC WA$977
The Wise Company, LLC TN$972
Benson House, Inc. CA$970
2020 Exhibits, Inc. TX$964
Amplify Consulting Partners, Inc. WA$952
Clk Multi Family Management, LLC TN$937
Wow Logistics Company WI$929
Valkyrie Enterprises, LLC VA$923
Clearly Clean Products, LLC PA$921
Stp Jj Team I, LLC MN$921
Prieto Roseville, Inc. CA$912
Classic Packaging Company NC$911
Next Level Resource Partners CO$909
Next Level Resource Partners CO$909
Heritage Products, Inc. IN$903
Natural Partners, LLC NH$901
Presrite Corporation OH$898
Service Painting of Florida, Inc. FL$897
Austin Pets Alive TX$895
Childserve, Inc. IA$894
Ohio Masonic Homes OH$892
Stevens & Lee PC PA$885
Lodi Association of Realtors CA$875
Vodafone US, Inc. NY$870
National Urban League NY$862
Dahlheimer Beverage Inc MN$855
Adiser Orlando, LLC FL$852
Christel House Academy, Inc. IN$851
Lumos & Associates, Inc. NV$838
Judson Services, Inc. OH$838
Perstorp Polyols, Inc. OH$836
Facilities Management Group TX$825

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