Usi Advisors — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Usi Advisors is reported as a service provider on 45 loaded Form 5500 filing(s) across 44 plan sponsor(s) and 45 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $62,950,510 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$62,950,510
Reported indirect compensation
$0
Total reported compensation
$62,950,510
Filings
45
Plan sponsors
44
Plans
45
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Usi Advisors
SponsorStatePlansReported compensation
Richmond Medical CenterNY1$61,397,347
Barcodes, LLCIL1$95,164
C-P Converters, Inc.PA1$85,756
Colt'S Manufacturing Company LLCCT1$83,569
Penn Foster, Inc.PA1$82,465
Symmetry Energy Solutions, LLCTX1$79,948
Tribal Casino Gaming EnterpriseNC2$78,961
The Bush SchoolWA1$56,772
Tpr Education, LLCNY1$54,488
Fulton Group Na, Inc.NY1$47,395

State footprint

Plans reporting Usi Advisors are sponsored in NY (10), WA (9), FL (4), NE (3), PA (2), MN (2), NC (2), MA (1), MO (1), NJ (1), OR (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Richmond Medical CenterRichmond Univ Medical Center Pension Plan For Employees Represented By Nysna2023$61,397,347not reported in the loaded dataset
Barcodes, LLCBarcodes,LLC 401(K) Plan2023$95,164not reported in the loaded dataset
C-P Converters, Inc.C-P Flexpack 401(K) Plan2023$85,756$0
Colt'S Manufacturing Company LLCColt Retirement Defined Benefit Plan2023$83,569not reported in the loaded dataset
Penn Foster, Inc.Penn Foster, Inc. 401(K) Plan2023$82,465not reported in the loaded dataset
Symmetry Energy Solutions, LLCSymmetry Energy Solutions, LLC 401(K) Plan2023$79,948$0
The Bush SchoolThe Bush School 403(B) Retirement Plan2023$56,772$0
Tpr Education, LLCTpr Education, LLC 401(K) Profit Sharing Plan2023$54,488$0
Tribal Casino Gaming EnterpriseTribal Casino Gaming Enterprise 401(K) Savings Plan2023$51,308not reported in the loaded dataset
Fulton Group Na, Inc.Fulton Group Na 401(K) Plan2023$47,395not reported in the loaded dataset
Future Us IncFuture Us 401k Plan2023$46,981$0
Dial Silvercrest Corp.Dial Senior Management, Inc. 401(K) Plan2023$45,217not reported in the loaded dataset
D'Amato Conversano, Inc., P.C.Dci Engineers 401(K) Retirement Plan & Trust2023$45,000$0
A.W. Chesterton CompanyA. W. Chesterton Company 401k Plan2023$42,335not reported in the loaded dataset
Iap Worldwide Services, Inc.Iap Worldwide Services Retirement Savings Plan2023$42,000not reported in the loaded dataset
First Choice Health Network, Inc.First Choice Health Network, Inc 401k Plan2023$40,000$0
Richardson (Us) Holdings LimitedRichardson 401(K) Plan2023$38,000not reported in the loaded dataset
Invo Healthcare Associates, LLCInvo Holdings 401(K) Plan2023$37,879$0
Prestolite Electric IncorporatedPrestolite Retirement Savings Plan2023$37,411not reported in the loaded dataset
Intellectual Ventures Management, LLCIntellectual Ventures Management 401(K) Plan2023$35,000not reported in the loaded dataset
Memorial Community Health Inc.Memorial Community Health Inc. Tax Deferred Annuity Plan2023$32,923not reported in the loaded dataset
Kwik Lok CorporationKwik Lok Corporation 401(K) Profit Sharing Plan And Trust2023$30,900$0
Team Public Choices, LLCTeam Public Choices 401(K) Plan2023$29,575not reported in the loaded dataset
Tribal Casino Gaming EnterpriseTribal Casino Gaming Enterprise Retirement Plan2023$27,653not reported in the loaded dataset
Fxcollaborative Architects LlpFxcollaborative Architects Llp Profit Sharing & Incentive Savings Plan2023$27,119not reported in the loaded dataset
Bellwether HousingBellwether Housing Retirement Savings Plan2023$27,000$0
Chateau Retirement Communities LLCChateau Retirement Communities LLC 401(K) Plan2023$26,514not reported in the loaded dataset
System Freight, Inc.System Freight Inc. 401(K) Profit Sharing Plan2023$22,724$0
Rotterdam Ventures, Inc.Rotterdam Ventures, Inc. Employees' Pension Plan2023$22,500not reported in the loaded dataset
University Child Development SchoolUniversity Child Development School 403(B) Plan2023$22,500$0
Three Bears Alaska, Inc.Three Bears Alaska 401(K) Plan2023$21,946not reported in the loaded dataset
The New 42nd Street, Inc.Defined Contribution Plan Of The New 42nd Street,2023$21,680not reported in the loaded dataset
Reading & Math, Inc.Reading & Math, Inc. 401(K) Plan2023$20,145$0
Community Medical Center Inc.Community Medical Center Inc. Tax Deferred Annuity Plan2023$20,000not reported in the loaded dataset
North Metro Harness Initiative LLCRunning Aces Casino & Racetrack 401(K) Plan2023$18,794not reported in the loaded dataset
Gulf Hospitality Management, LLCTradewinds Employees Savings Opportunity Plan2023$18,728$0
Heritage Products Inc.Heritage Products Inc. Retirement Savings Plan2023$18,540not reported in the loaded dataset
Ceres Environmental Services Inc.Ceres Environmental Services 401k Profit Sharing Plan2023$17,684not reported in the loaded dataset
The Lighthouse For The Blind, Inc.The Lighthouse For The Blind, Inc. Tax-Deferred Annuity Plan2023$15,000not reported in the loaded dataset
Natural Resources Defense Council, Inc.Retirement Plan Of Natural Resources Defense Council, Inc.2023$13,739not reported in the loaded dataset
Ports AmericaPorts America Pension Plan2023$13,152not reported in the loaded dataset
Northwest Pump & Equipment Co.Northwest Pump & Equipment Co. 401(K) Profit Sharing Plan2023$12,500not reported in the loaded dataset
Manifest LLCManifest, LLC 401(K) Plan2023$9,369$0
Aia CorporationAia Corporation 401(K) Plan2023$8,140not reported in the loaded dataset
Stakeholder Payroll Services, LLCStakeholder Payroll Services, LLC. 401(K) Plan2023$7,650not reported in the loaded dataset

Related Form 5500 pages