Usi Insurance
Virginia Beach, VA
Usi Insurance of Virginia Beach, VA is the broker of record on 23 Form 5500 Schedule A filings covering 19 employer benefit plans across 9 states, with $591,519 in reported broker commissions (plan year 2025).
Quick answer
Usi Insurance (Virginia Beach, VA) is the broker of record for 19 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Usi Insurance have?
- Usi Insurance is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 9 states.
- Who are Usi Insurance's largest employer clients?
- By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants), Boston Insurance Employee Benefit Trust - Dfe (49,304 participants) and Interstate Companies, Inc. (1,500 participants).
- How much does Usi Insurance earn in commissions?
- Insurers reported $591,519 in broker commissions and $346,310 in fees paid to Usi Insurance for plan year 2025, per Schedule A Part 1.
- Where is Usi Insurance located?
- Usi Insurance is based in Virginia Beach, VA and has employer clients in 9 states.
- How does Usi Insurance rank among benefits brokers in Virginia?
- Usi Insurance ranks #33 by employer clients among the 50 most active benefits brokers based in Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Usi Insurance on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Association Of Community Service Agents, Inc. | CT | 54,087 | 2025-12-31 |
| Boston Insurance Employee Benefit Trust - Dfe | CT | 49,304 | 2025-12-31 |
| Interstate Companies, Inc. | MN | 1,500 | 2024-12-31 |
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Other benefits brokers in Virginia
- Usi Insurance Services LLC: 5,292 employer clients, $422,436,279 reported commissions (Virginia Beach)
- James A Scott & Son Inc: 276 employer clients, $16,248,263 reported commissions (Lynchburg)
- The Baldwin Group Mid-Atlantic, LLC: 226 employer clients, $10,882,153 reported commissions (Leesburg)
- Usi Southwest Inc: 185 employer clients, $13,572,992 reported commissions (Virginia Beach)
- Armfield Harrison & Thomas: 114 employer clients, $2,485,330 reported commissions (Leesburg)
- Kibble & Prentice Holding Company: 96 employer clients, $2,457,483 reported commissions (Virginia Beach)
- Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
- Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.