Fundz
Fundz
Benefits Intelligence/Broker Directory/Virginia

Usi Insurance Services LLC

Virginia Beach, VA

Usi Insurance Services LLC of Virginia Beach, VA is the broker of record on 9,485 Form 5500 Schedule A filings covering 5,292 employer benefit plans across 52 states, with $422,687,072 in reported broker commissions (plan year 2025).

Employer clients
5,292
distinct plan sponsors
Schedule A filings
9,485
States served
52
Reported commissions
$422,687,072
plan year 2025
Reported fees
$146,293,271

Quick answer

Usi Insurance Services LLC (Virginia Beach, VA) is the broker of record for 5,292 employer benefit plan sponsors on 9,485 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Usi Insurance Services LLC have?
Usi Insurance Services LLC is named as broker on Form 5500 Schedule A filings for 5,292 distinct plan sponsors in 52 states.
Who are Usi Insurance Services LLC's largest employer clients?
By plan participants, the largest include Walgreen Co. (244,544 participants), The Business Council Of New York State, Inc. Insurance Fund (150,644 participants) and Advocate Aurora Health, Inc. (85,571 participants).
How much does Usi Insurance Services LLC earn in commissions?
Insurers reported $422.7 million in broker commissions and $146.3 million in fees paid to Usi Insurance Services LLC for plan year 2025, per Schedule A Part 1.
Where is Usi Insurance Services LLC located?
Usi Insurance Services LLC is based in Virginia Beach, VA and has employer clients in 52 states.
How does Usi Insurance Services LLC rank among benefits brokers in Virginia?
Usi Insurance Services LLC ranks #1 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 Services LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Walgreen Co.IL244,5442016-12-31
The Business Council Of New York State, Inc. Insurance FundNY150,6442025-12-31
Advocate Aurora Health, Inc.WI85,5712025-12-31
5,289 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.