USIbroker

Benefits brokerage · plan year 2024 · page 58

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
Hengst of North America, Inc. SC$165
Safford Automotive Group VA$163
Gte Federal Credit Union FL$157
Chalmers & Kubeck, Inc. PA$154
Tpc Capital Management Corporation AZ$154
Sprenger Enterprises, Inc. OH$151
Advanced Filtration Systems Inc IL$151
Monticciolo Family and Sedation Dentistry LLC FL$149
Nations Holding Company KS$149
Sfs Group USA, Inc PA$145
Walters Gardens, Inc. MI$143
Mainsl Services, Inc MN$137
Allergy & Clinical Holdings, LLC TX$134
Zilber LTD and Subsidiaries WI$132
Rooke, LLC dba Riot Hospitality Group AZ$130
Boeing Intelligence & Analytics MD$129
Board of Trustees, Heavy & General Laborers Welfare Fund of New Jersey NJ$127
Western University of Health Sciences CA$127
Rubies Dtc, LLC IL$126
Enesco, LLC IL$126
Matrix New World Engineering Land Surveying and Landscape Architecture NJ$126
Innovative Chemical Technologies Inc. GA$125
Cox's Foodarama, Inc TX$123
Surescripts, LLC VA$123
Perkins Motor Co. CO$121
Ernest Packaging Solutions CA$120
Sesame Workshop NY$120
McCoy-Rockford, Inc. TX$117
Piedmont Office Realty Trust GA$116
Tapecon, Inc. NY$116
Prgx USA, LLC GA$116
Union of Concerned Scientists MA$114
Cantor Colburn LLP CT$108
Providence Day School, Inc NC$105
Allervie Health, Professional Corporation TX$105
Advanced Personnel, Inc. IL$104
Mtb Enterprises FL$102
Credit Union National Association, Inc. dba Cuna, Inc. WI$102
Redpeak Properties, LLC CO$101
Palmetto Residential Electric, LLC SC$100
The Advertising Council, Inc. NY$98
Southern Medical Management, LLC SC$95
Windsor Fashion, LLC CA$94
Moran Transportation Corporation IL$92
City Ventures, LLC. CA$91
Air Line Pilots Association, International VA$89
Mid America Apartments ,L.P. TN$88
The Board of Trustees of the Catholic Charities USA Employee Welfare B VA$85
Verisign, Inc. VA$84
Integrated Solutions Inc. Isi Environmental Services KS$83
Lion Group, Inc. OH$83
Carisk Partners FL$83
Svcmc, Inc. NY$83
Florida Bankers Health Consortium, Inc FL$83
Alixpartners, LLP MI$83
Pml, Inc. TN$83
Entact LLC IL$83
Tacodeli Holdings Inc. TX$83
Pipeline Video Inspection, LLC AZ$83
Orthopedic Associates of Hartford, PC CT$83
Synerfac Technical Staffing DE$81
Laborers' Union-No 91 Welfare Fund NY$81
Avaya LLC NJ$81
Old Dominion Tobacco Company Inc. VA$80
Leech Lake Band of Ojibwe MN$77
Pyt Group LLC NY$76
Waterford Country School, Inc. CT$70
Independent Oil and Gas Association of West Virginia Tr WV$70
L&N Federal Credit Union KY$69
Pan Oston Company KY$63
Engineering Consulting Services, LTD. VA$62
Credible Behavorial Health, Inc. MD$59
Northern Concrete Pipe, Inc MI$58
Think Together CA$58
Juanita's Foods CA$58
Rent Group Inc. GA$57
Lake Norman Security Patrol, Inc. NC$56
Dominium Management Services, LLC MN$55
Vertex US Holdings, Inc. TX$53
Wings Financial Credit Union MN$52
Gaylord Hospital, Inc. CT$49
Marvin Hewatt Enterprises, Inc. GA$48
Intelerad Holdings USA LTD NC$48
Livcor, LLC IL$48
Uma Education, Inc. FL$46
Direct Chassislink, Inc. NC$45
Colwen Management, Inc. NH$43
Tegra Medical LLC MA$43
Charter Oak Federal Credit Union CT$41
Reliable Medical Supply LLC MN$41
Jec Investments Corp OH$40
Plaid Pantries, Inc. OR$39
Intelsat US LLC VA$39
Personal Assistance Services of Colorado, LLC CO$38
National Center on Institutions and Alternatives MD$35
Keenan Hopkins Schmidt and Stowell Contractors, Inc. FL$35
Earthlite, LLC CA$35
Tsmc North America CA$34
The Palms Hotel & Spa, Inc. FL$34
Distribution Management, Inc. MO$32

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