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Benefits Intelligence/Broker Directory/Texas

Usi Insurance Services Southwest

Houston, TX

Usi Insurance Services Southwest of Houston, TX is the broker of record on 399 Form 5500 Schedule A filings covering 363 employer benefit plans across 24 states, with $24,741,322 in reported broker commissions (plan year 2025).

Employer clients
363
distinct plan sponsors
Schedule A filings
399
States served
24
Reported commissions
$24,741,322
plan year 2025
Reported fees
$4,489,992

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.

EmployerStateParticipantsPlan year end
Usi Insurance Services, LLCNY10,5002024-12-31
Highgate Hotels, LpTX10,3632024-12-31
Stakeholder Payroll Services, LLCKY5,3212024-12-31
360 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.