USIbroker

Benefits brokerage · plan year 2024 · page 59

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
Immanuel NE$32
Ug Enterprises, Inc. NY$31
Holiday Oil Company UT$28
ABLE2 Enhancing Potential, Inc. NY$28
Fox Valley Metrology, LTD. WI$27
Group Voyagers, Inc. CO$26
Mg Holding Group, LLC FL$24
Hugh Chatham Memorial Hospital NC$24
Thermoforming Technology Group LLC MI$24
Bond, Schoeneck & King, PLLC NY$24
Vie de France Yamazaki, Inc. NY$24
Ug Enterprises, Inc. NY$24
Hoag Medical Group, Inc. CA$23
Gum Gum, Inc. CA$23
Bay Equity, LLC CA$23
Ug Enterprises, Inc. NY$22
Amkor Technology, Inc. AZ$21
Ahresty Wilmington Corporation OH$20
B.W. Wilson Paper Company, Inc. VA$19
Summit Automotive, LLC CO$18
Hermann Services, Inc. NJ$18
Serigraph Inc. WI$16
Awc Frac Technology TX$16
Conco, Inc. KS$14
Societe Generale NY$14
All Florida Paper LLC FL$13
Denyo Manufacturing Corporation KY$13
Azteca Enterprises, Inc. TX$12
Pioneer Landscape Centers, Inc. CO$11
Continental Datalabel, Inc IL$11
The Buckley School CA$10
Arthrex, Inc FL$8
Metro Credit Union MA$8
Rvnahealth CT$8
Easter Seals North Georgia Inc GA$7
Helicopters, Inc. IL$7
Mvt Holdings, LLC NM$7
Power Motive Corporation CO$7
Procaps Laboratories Inc. NV$6
Intrust Financial Corporation KS$6
Rusken Packaging, Inc. AL$6
Fred Haas Toyota TX$5
A.G.I.A., Inc. CA$5
Prus Construction, Inc. OH$5
Choice Hotels International, Inc. MD$4
Clean Scapes Austin, LLC TX$4
Carson Tahoe Health System NV$4
Thomas Allen, Inc. MN$2
Pleasant Valley Hospital, Inc. dba Rivers Health WV$2
Freeman Boatworks, LLC SC$2
Katayama American Co Inc KY$2
Infirmary Health System Inc. AL$2
Sharp Transit, LLC NC$1
Avila University MO$1
Luekens Foods Inc MN$1
Murrow's Transfer Inc. NC-$26
Presbyterian Retirement Communities Northwest WA-$2,675
Greater Houston All-Pro Auto Interiors, LLC TX-$7,557
Mitsubishi Hc Capital America Inc. CT-$14,772
Biourja Holdings LLC TX-$34,169
Encino Energy, LLC TX-$43,198
Sfp Holdings, Inc. MN-$188,138

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