USIbroker

Benefits brokerage · plan year 2024 · page 56

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
Lmn Architects WA$823
Pulpdent Corporation MA$820
Pearl Street Dental Management, LLC TX$818
Gourmondo Co. WA$818
Rochester Institute of Technology NY$812
The Ruhlin Company OH$811
Pet Pros, LLC WA$807
Fleetwood Group, Inc. MI$807
Bay West, LLC MN$806
Grafton City Hospital WV$800
Yam Management, LLC AZ$798
Horizon Media Holdings, LLC NY$795
Integrity Living Options, Inc. MN$791
McCurley Integrity Dealerships, LLC WA$791
Thomas Automotive Family LLC PA$787
High Bar Brands Operating, LLC MN$787
Rti Surgical, Inc. FL$787
The Danner Corporation WA$787
Lions Gate Entertainment, Inc. CA$784
American Surveying & Mapping, Inc. FL$781
McRae Industries, Inc. NC$781
Opper Melang Restaurants WA$774
Bluehawk, LLC WA$771
Triton Diving Services, LLC TX$769
The Gl Group MO$763
Jefferies Financial Group Inc. NY$759
Avidia Bank MA$755
Consolidated Restaurant Operations Inc TX$755
Denver Broncos Team, LLC CO$749
King Mountain Tobacco Co. Inc. WA$748
A&A Global Industries Holding Company MD$748
INSPIRE11 LLC IL$743
Hunt Electric Corporation MN$743
Tfe, Inc SC$738
Softrams LLC VA$735
Mechanical Systems Company, LLC TN$728
Pinsly Railroad Company, LLC FL$700
Drew Marine CT$699
Mountain Valley Child and Family Services CA$698
Jefferies Financial Group Inc. NY$696
Insulite Glass Co., Inc. KS$690
Port Washington State Bank WI$687
Fresher Brands Management, LLC dba Surcheros GA$686
Burnett Dairy Cooperative WI$683
National Checking Company MN$681
Pillsbury United Communities MN$680
Associated Global Systems, Inc. NY$677
Aylo Health GA$675
Beech Acres Parenting Center OH$670
Tom Barrow Company, Inc. GA$669
Jkt Gaming Inc. WA$669
Viscount Properties II, LLC TX$667
Musco Corporation IA$666
Lakeland Management Services, Inc. MN$664
Larson Engineering Inc. MN$656
Credible Behavorial Health, Inc. MD$656
Ultra-Pro International LLC CA$650
Alaska Heart and Vascular Institute AK$642
Qsi, Inc. KY$637
Johanna Foods, Inc. NJ$625
Peninsula Orthopaedic Associates, P.A. MD$622
Control Point Associates, Inc. NJ$621
Pearl Street Dental Management, LLC TX$617
Bullseye Testing, LLC TX$617
Blue Stone Therapy, Inc. IA$613
George Gervin Youth Center TX$612
Bswift LLC IL$609
Contour Mining & Construction, LLC SC$598
B & B Theatres Operating Company, Inc. MO$591
Ballad Health TN$581
The Beistle Company PA$577
Rocksol Consulting Group, Inc. CO$575
Union Associated Physicians Clinic LLC IN$574
Mirion Technologies, Inc. GA$569
Greater Green Bay Ymca WI$568
Tpc Group LLC TX$563
Genuine Hospitality LLC MO$561
Beci Corporate FL$558
Eva's Village Inc. NJ$555
Forcht Group of Kentucky, Inc. KY$555
Ocean Spray Cranberries, Inc. MA$553
Chauvet & Sons, LLC a Delaware Company FL$549
O.K. Tire Store, Inc. ND$548
The Arc of Monmouth, Inc. NJ$546
Bando USA, Inc. IL$541
Control Point Associates, Inc. NJ$540
Graceland University IA$536
Noor Staffing NY$528
Noor Staffing NY$528
Williams, Kastner and Gibbs, PLLC WA$528
Sequoia Mental Health Services Inc. OR$524
Morris Group, Inc. CT$518
Heritage Products, Inc. IN$517
Ozark Action, Inc. MO$514
Extreme Transportation, Inc. CA$510
Marotta Controls, Inc. NJ$510
National Entertainment Collectibles Association, Inc. NJ$508
Menno Haven, Inc. PA$506
M and C Hotel Interests, Inc. CO$504
National Retail Federation DC$495

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