Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 7

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

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
Parsec, LLC MI$146,962
Shapco, Inc. CA$146,176
Chord Energy LLC TX$145,494
Omni Federal VA$144,947
Crouse Hospital NY$144,766
Commuteair LLC OH$144,702
Hopperusa, Inc. MA$144,093
Evereve MN$143,985
Bystronic Inc. IL$143,322
Bystronic Inc. IL$143,322
Koniag, Inc. AK$143,159
Effectual Inc. NJ$142,771
Merjent Inc. MN$142,272
Deposco, Inc GA$142,095
Builders Vision IL$142,048
Candid NY$140,456
Bge, Inc. TX$139,188
Atsg, Inc. FL$139,066
Mexcor, Inc. TX$137,015
Weigel's Inc. TN$136,950
Germer, P.L.L.C. TX$136,673
Pavmed, Inc. NY$136,630

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