USIbroker

Benefits brokerage · plan year 2024 · page 9

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
Funko, LLC WA$123,775
Foundation for the Carolinas NC$123,739
Voestalpine Railway Systems Nortrak LLC WY$123,690
O2B Early Education Holding Inc FL$123,643
University School of Nashville TN$123,604
Dolphin Entertainment, Inc. FL$123,598
The Service Companies, Inc. FL$123,561
Hinckley, Allen & Snyder LLP RI$123,370
Boisset Collection CA$123,365
Exela Pharma Sciences, LLC NC$123,359
Walter P Moore and Associates, Inc. TX$123,268
Nuvera Communications, Inc. MN$123,241
Lake County Press IL$123,192
Guido Companies TX$122,932
Central City Concern OR$122,896
Smith Gardens, Inc. WA$122,841
Icon Technology Inc TX$122,750
Hostelling International USA MD$122,341
Gold Medal Products Co. OH$122,336
Browngreer, PLC VA$122,221
Sentry Management, Inc. FL$122,198
Shackelford, Bowen, McKinley & Norton, LLP TX$122,178
Guidance Residential LLC VA$122,158
Lgm Pharma LLC CA$121,890
John Henry Foster Minnesota, Inc. MN$121,851
One Call Medical Inc. FL$121,773
Lakeview Center Inc FL$121,663
Raje Technology Group, LLC FL$121,642
1ST Franklin Financial Corporation GA$121,590
2020 Companies, Inc TX$121,583
Brunel Energy, Inc. TX$121,527
Reciprocal Management Corporation NJ$121,502
Robert W. Woodruff Arts Center, Inc. GA$121,413
Newark Academy Trustees NJ$121,389
Dutch Bros. LLC OR$121,380
Muncaster Capital of Texas TX$121,292
Muncaster Capital of Texas TX$121,292
Mv Transportation, Inc. TX$121,256
Ad Hoc LLC VA$121,255
Martin Concrete Construction, Inc. GA$121,241
Carrus Healthcare, LLC TX$121,139
Pmmi VA$121,064
Weintraub Tobin Chediak Coleman Grodin Law Corporation CA$120,900
Herrick, Feinstein LLP NY$120,626
Springfield College MA$120,600
Murphy Tractor & Equipment Co. Inc KS$120,598
Reynolds Transportation, Inc. TX$120,497
Boulay Pllp MN$120,488
Disability Rights Texas TX$120,314
Sinnissippi Centers, Inc. IL$120,283
Init Innovations in Transportation Inc. VA$120,277
Sullivan County Community Hospital Welfare Benefit Plan IN$120,198
Tuscany Hotel and Casino LLC NV$120,035
Market Enginuity, Inc. AZ$120,007
Tomra Sorting, Inc. CA$119,948
Indigo Auto Group Holdings, LLC TX$119,900
The Opportunity Alliance ME$119,835
Buchanan Technologies TX$119,828
Propulsion Technologies International, LLC FL$119,807
Avantus Aerospace, Inc. CA$119,802
Boomi, LP PA$119,785
Anavation, LLC VA$119,615
Excelerate Energy Holdings, LP. TX$119,588
Celerity Government Solutions LLC VA$119,482
Master Concessionair, LLC FL$119,454
Pma Financial Network, LLC IL$119,387
Continental Realty Corporation MD$119,334
C and B Marine, LLC KY$118,888
East Tennessee Nissan, Inc. MI$118,874
Inventus Power IL$118,854
All Star Electric, Inc. LA$118,672
Jal Chemical Company, Inc. FL$118,561
American Cementing LLC OK$118,556
Lifeworks Northwest OR$118,535
Logicsource, Inc CT$118,225
Branch Financial, LLC OH$118,010
Standard Steel LLC PA$117,999
Geode Health Inc. IL$117,877
Kenific Group, Inc. VA$117,645
Mazak Corporation KY$117,631
Msx International Rns, LLC MI$117,602
Magneto & Diesel Injector Service, Inc TX$117,472
Continental Maritime of San Diego LLC CA$117,470
Healthmark Medical Group, LLC TX$117,465
Truck Centers, Inc. IL$117,253
Everyage NC$117,091
Cincinnati Bengals, Inc. OH$117,056
Toyota Tsusho America, Inc. KY$116,623
Orthopedic Associates of Sw Ohio Inc. OH$116,582
The Sheltering Arms GA$116,575
Vector Media Holding Corporation NY$116,566
Ace Industries, Inc. GA$116,531
Sphere Entertainment Group, LLC NY$116,517
Voestalpine Railway Systems Nortrak LLC WY$116,492
High Point University NC$116,237
Arow Global Corp WI$116,135
Giant Cement Holding, Inc. SC$116,080
Center for Strategic and International Studies DC$116,009
Astera Health MN$116,004
Ultisat, Inc. MD$115,988

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