Plan Ledger DOL Form 5500 · updated monthly

Usi Insurance Services, LLCbenefits

Usi Insurance Services, LLC Employee Benefit Plan · VALHALLA, NY · plan year 2024

Broker compensation reported · 2024
$808,890

Usi Insurance Services, LLC's benefits plans covered 10,500 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $808,890 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $77 per covered person, below the median for employer plans that report broker pay. Broker pay rose 3.5% from $781,430 in 2023.

Insurance contracts · 202413
VISION SERVICE PLAN · visionpremiums n/a · 6,969 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 10,501 covered
COMPSYCHpremiums n/a · 10,119 covered
METLIFE LEGAL PLANSpremiums n/a · 1,717 covered
TELADOC · healthpremiums n/a · 10,500 covered
DELTA DENTAL OF NEW YORK · dentalpremiums n/a · 1,979 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 4,113 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,208 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 145 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 220 covered
Brokers & agents paid · 20244
CUSTOM BENEFIT PROGRAMS, INC.$68,256 · incl $12,675 fees
USI INSURANCE SERVICES LLC$596,730 · incl $1,983 fees
CUSTOM BENEFIT PROGRAMS$22
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 133771734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.