USIbroker

Benefits brokerage · plan year 2024 · page 6

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
Rice Services, Inc. CA$161,163
Tps at Fort Mac, LLC GA$161,027
Coastal Pacific Food Distributors, Inc. CA$161,008
Ohio Gastroenterology Group, Inc. OH$160,895
Mosaic Dental Collective, LLC WA$160,887
Megacorp Logistics, LLC NC$160,829
The Townsend Corporation IN$160,691
Green Bay Packaging, Inc. WI$160,664
Santa Cruz Medical Group, Inc. CA$160,499
Atg Entertainment-North America LLC TX$160,481
Mulligan Security LLC NY$160,303
Csi Operating Company LLC IN$160,175
Purpose Built Schools GA$160,122
Nk Parts Industries, Inc. OH$159,942
Innovetive Petcare Holdings TX$159,795
T-Rex Solutions, LLC MD$159,754
Cascadia Health, Inc. OR$159,567
Kern Oil and Refining Company CA$159,390
Shell Retail and Convenience Operations LLC TX$159,371
Integrated Services for Behavioral Health, Inc. OH$159,292
Aes Drilling Fluids, LLC TX$159,265
Frandsen Corporation MN$158,848
Simedhealth, LLC FL$158,807
Essential Cabinetry Holdings, Inc. SC$158,512
Nluc, PLLC TX$158,471
Pace-O-Matic, Inc. GA$158,466
Blythe Development LLC NC$158,401
Bronco Wine Company CA$158,000
Kahn Ventures, Inc. GA$157,799
Molson Coors Beverage Company USA LLC WI$157,797
American Alloy Steel, Inc. TX$157,793
Barry-Wehmiller Companies, Inc. MO$157,652
Biote Medical, LLC TX$157,614
Teleplan Holdings USA, Inc. CA$156,992
Krayden Inc. CO$156,859
Sparq Holdings, Inc. GA$156,653
Silver State Bell, LLC NV$156,561
Trader Interactive LLC VA$156,532
Marukai Corporation CA$156,223
Barcodes, Inc. IL$156,190
Baker Mechanical, Inc. IA$156,066
Pl Marketing, Inc. KY$155,965
Homerenew Buyer, Inc. TX$155,741
Westminster Manor TX$155,586
Gods Love We Deliver NY$155,522
Berkshire Grey, Inc. MA$155,306
Boasso Global, Inc. FL$154,646
World Acceptance Corporation SC$154,622
Gps Hospitality Holding Company, LLC GA$154,298
Wsol, LLC TX$154,219
Chugach Alaska Corporation AK$154,056
Velocity, a Managed Service Company, Inc. OH$153,938
Itg Communications, LLC TN$153,845
Arion Blue, LLC TX$153,148
Pilatus Business Aircraft, LTD CO$153,024
Silveredge Government Solutions LLC MD$152,631
Augeo Affinity Marketing, Inc. MN$152,593
Mycomputercareer, Inc. TX$152,363
Atlanta Speech School GA$152,324
Carolina Sunrock, LLC NC$151,771
Zah Group, Inc. IL$151,649
The Control Group Media Co Inc CA$151,550
Jonestrading Institutional Services LLC CA$151,513
Cousins Employees LLC GA$151,475
Otterbein Senior Lifestyle Choices OH$151,409
Mag-Tek, Inc. CA$151,376
Oq Chemicals Corporation TX$151,359
Components Corporation of America TX$151,324
Oil City Iron Works, Inc. TX$151,210
Beauty Manufacturing Solutions Corp. TX$151,169
Thinkfoodgroup, LLC DC$151,156
Pathward, National Association SD$151,105
Trio Healthcare Services GA$151,042
Faithlife, LLC WA$150,946
Southwest Pharmacy Solutions, Inc. TX$150,627
Altisource Solutions, Inc. GA$150,610
Red Coats, Inc. MD$150,183
Hafele America Co. NC$150,111
Critical Start, Inc. TX$149,990
Allredi LLC TX$149,685
Ermenegildo Zegna Corporation NY$149,087
Ywca Metropolitan Chicago IL$148,967
Highradius Corporation TX$148,880
Saia Motor Freight Line LLC GA$148,608
Glassfab Tempering Services, Inc. CA$148,439
Rana USA, Inc. IL$148,176
Baytex Energy USA, Inc. TX$148,117
Yamada North America, Inc. OH$148,016
Tristrux LLC NJ$147,975
Creative Planning, LLC KS$147,841
Urban Oil & Gas Group, LLC TX$147,700
Vital Strategies, Inc. NY$147,620
Sisley Cosmetics USA, Inc. NY$147,541
Aurora Comprehensive Community Mental Health Center CO$147,538
Mindray Ds USA, Inc. NJ$147,378
La-Z-Boy Incorporated MI$147,348
Vutex Inc. TX$147,307
Daily Management, Inc. FL$147,226
Ring Container Technologies, Inc. TN$147,107
Refuah Health Center, Inc. NY$147,100

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