Usi Insurance Services LLC — 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 Insurance Services LLC is reported as a service provider on 40 loaded Form 5500 filing(s) across 35 plan sponsor(s) and 36 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,308,927 and reported indirect compensation totals $112,656.

Reported compensation summary

Reported direct compensation
$2,308,927
Reported indirect compensation
$112,656
Total reported compensation
$2,421,583
Filings
40
Plan sponsors
35
Plans
36
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 Insurance Services LLC
SponsorStatePlansReported compensation
Board Of Trustees Of Minnesota Laborers Pension FundMN1$328,809
Board Of Trustees Of The Producers' Health Benefits PlanCA1$250,000
Saia Motor Freight Line LLCGA1$223,699
Alston & Bird LlpGA1$197,021
Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLCNM1$172,261
Western Growers Assurance TrustCA1$139,990
Ut-Battelle, LLCTN1$138,086
Board Of Directors Of The Ibew Locals' Saving & Retirement Group TrustNY1$94,326
Board Of Trustees Of Minnesota Laborers Health And Welfare FundMN1$92,064
Association Of Community Service Agents, Inc.CT1$81,530

State footprint

Plans reporting Usi Insurance Services LLC are sponsored in KY (5), OH (4), MN (3), WI (3), GA (3), NM (3), MO (2), NC (2), NY (2), CA (2), IA (2), WV (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Of Minnesota Laborers Pension FundMinnesota Laborers Pension Fund2023$286,760$42,049
Board Of Trustees Of The Producers' Health Benefits PlanProducers' Health Benefits Plan2023$250,000not reported in the loaded dataset
Saia Motor Freight Line LLCSaia Motor Freight Line LLC Employee Preferred Provider Plan2023$223,699not reported in the loaded dataset
Alston & Bird LlpAlston & Bird Health & Welfare Plan2023$197,021not reported in the loaded dataset
Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLCLawrence Livermore Nat'L Security,LLC And Triad Nat'L Security LLC Defined Benefit Pension Plan Group Trust2023$172,261not reported in the loaded dataset
Western Growers Assurance TrustWestern Growers Assurance Trust2023$139,990not reported in the loaded dataset
Ut-Battelle, LLCSavings Plan For Employees At Ornl2023$138,086not reported in the loaded dataset
Board Of Directors Of The Ibew Locals' Saving & Retirement Group TrustInternational Brotherhood Of Electrical Workers Local Unions Savings & Security Plan2023$94,326not reported in the loaded dataset
Board Of Trustees Of Minnesota Laborers Health And Welfare FundMinnesota Laborers Health And Welfare Fund2023$81,688$10,376
Association Of Community Service Agents, Inc.Dfeassociation Of Community Service Agencies Employee Benefit Trust2023$81,530not reported in the loaded dataset
Hog Slat Inc.Hog Slat Welfare Benefits Wrap Plan2023$60,000not reported in the loaded dataset
Cbc Companies, Inc.Cbc Companies, Inc. Health & Welfare Plan2023$0$59,963
Capital Region Medical CenterCapital Region Medical Center Employee Health Plan2023$57,268$0
Triad National Security, LLCTriad 401(K) Retirement Plan2023$51,660not reported in the loaded dataset
The March-Westin Company, Inc. & SuThe March-Westin Company, Inc. Health Protection Plan2023$45,236not reported in the loaded dataset
University Of FindlayThe University Of Findlay Employee Benefit Plan2023$44,072$0
Progressive Converting IncProgressive Converting Inc Health Plan2023$43,740$0
C.C. Clark, Inc.C.C. Clark, Inc. Health And Welfare Benefit Plan2023$35,000not reported in the loaded dataset
Jhi Group Inc.Jhi Group Inc. Flexible Benefits Plan2023$28,053not reported in the loaded dataset
Castellini Holding Company LLCCincinnati Food Industry Health And Benefit Plan For Castellini Holding Company2023$26,440not reported in the loaded dataset
Delongs IncDelongs Inc Employee Health Care Plan2023$25,000not reported in the loaded dataset
American Greetings CorporationAmerican Greetings Corporation Consolidated Welfare Benefits Plan2023$24,810not reported in the loaded dataset
Newfields Companies, LLCNewfields Companies, LLC Group Health Benefit Plan2023$24,290not reported in the loaded dataset
Transport Specialists IncCincinnati Food Industry Health And Benefit Plan For Transport Specialists2023$24,194not reported in the loaded dataset
Triad National Security, LLCTriad 401k Savings Plan2023$24,184not reported in the loaded dataset
William Penn UniversityWilliam Penn University Health And Welfare Plan2023$19,562not reported in the loaded dataset
Maverick Gaming LLCMaverick Gaming Welfare Benefit Plan2023$17,936$0
Kentucky Construction Industry TrustKentucky Construction Industry Trust2023$17,772not reported in the loaded dataset
Von Maur IncVon Maur Dental Plan2023$16,702not reported in the loaded dataset
Bermo, Inc.Bermo Inc Employee Medical And Dental Benefit Plan2023$13,734not reported in the loaded dataset
Merchants Cold Storage LLCCincinnati Food Industry Health And Benefit Plan For Mcs2023$8,856not reported in the loaded dataset
Wenthe-Davidson Engineering Co.Wenthe-Davidson Engineering Co. Health Plan2023$8,800not reported in the loaded dataset
J. J. Keller & Associates, Inc.Health & Welfare Benefit Trust2023$8,000$0
Castellini Holding Company LLCCincinnati Food Industry Health And Benefit Plan For Castellini Holding Company2023$7,190not reported in the loaded dataset
Transport Specialists IncCincinnati Food Industry Health And Benefit Plan For Transport Specialists2023$6,579not reported in the loaded dataset
Merchants Cold Storage LLCCincinnati Food Industry Health And Benefit Plan For Mcs2023$2,408not reported in the loaded dataset
Von Maur IncVon Maur Dental Plan2023$2,080not reported in the loaded dataset
Hartz Mountain Industries, IncHealth And Welfare Benefit Plan2023not reported in the loaded dataset$134
Paul, Weiss, Rifkind, Wharton & Garrison LlpDental Plan For Partners And Employees Of Paul, Weiss, Rifkind, Wharton & Garrison Llp2023$0$134
B V Hedrick Gravel & Sand CoHedrick Employee Group Benefit Plan2023$0$0

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