Usi Insurance Services Southwest
Houston, TX
Usi Insurance Services Southwest of Houston, TX is the broker of record on 401 Form 5500 Schedule A filings covering 363 employer benefit plans across 24 states, with $24,821,669 in reported broker commissions (plan year 2025).
Quick answer
Usi Insurance Services Southwest (Houston, TX) is the broker of record for 363 employer benefit plan sponsors on 401 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Usi Insurance Services Southwest have?
- Usi Insurance Services Southwest is named as broker on Form 5500 Schedule A filings for 363 distinct plan sponsors in 24 states.
- Who are Usi Insurance Services Southwest's largest employer clients?
- By plan participants, the largest include Usi Insurance Services, LLC (10,500 participants), Highgate Hotels, Lp (10,363 participants) and Stakeholder Payroll Services, LLC (5,321 participants).
- How much does Usi Insurance Services Southwest earn in commissions?
- Insurers reported $24.8 million in broker commissions and $4.5 million in fees paid to Usi Insurance Services Southwest for plan year 2025, per Schedule A Part 1.
- Where is Usi Insurance Services Southwest located?
- Usi Insurance Services Southwest is based in Houston, TX and has employer clients in 24 states.
- How does Usi Insurance Services Southwest rank among benefits brokers in Texas?
- Usi Insurance Services Southwest ranks #6 by employer clients among the 50 most active benefits brokers based in Texas.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Usi Insurance Services Southwest 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 |
|---|---|---|---|
| Usi Insurance Services, LLC | NY | 10,500 | 2024-12-31 |
| Highgate Hotels, Lp | TX | 10,363 | 2024-12-31 |
| Stakeholder Payroll Services, LLC | KY | 5,321 | 2024-12-31 |
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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.