Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 8

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
Sugaright LLC PA$135,302
Towlift, Inc. OH$133,148
Legaltech, LLC FL$132,946
Testequity LLC TX$132,803
Proto Labs, Inc. MN$132,576
Harbor, Inc. OH$132,550
Npic TX$132,400
Euromotors, Inc. CA$131,897
Concord USA, LLC MN$131,797
Msg Sports, LLC NY$130,960
Nextsource, Inc. NY$130,649
Tecta America IL$130,049
Reed College OR$129,954
Langan LLC NJ$129,271
Griffin Hospital CT$128,524
Westfield Bank MA$127,725
Maviro, Inc. TX$127,310
Loloi Inc. TX$127,094

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