Usi Securities Inc
Glastonbury, CT
Usi Securities Inc of Glastonbury, CT is the broker of record on 174 Form 5500 Schedule A filings covering 108 employer benefit plans across 33 states, with $2,398,043 in reported broker commissions (plan year 2025).
Quick answer
Usi Securities Inc (Glastonbury, CT) is the broker of record for 108 employer benefit plan sponsors on 174 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Usi Securities Inc have?
- Usi Securities Inc is named as broker on Form 5500 Schedule A filings for 108 distinct plan sponsors in 33 states.
- Who are Usi Securities Inc's largest employer clients?
- By plan participants, the largest include Administrative Group, LLC Dba Transamerica Fiduciary Services (41,604 participants), Mmt Ambulance (2,270 participants) and Meridian Senior Living LLC (1,991 participants).
- How much does Usi Securities Inc earn in commissions?
- Insurers reported $2.4 million in broker commissions and $146,252 in fees paid to Usi Securities Inc for plan year 2025, per Schedule A Part 1.
- Where is Usi Securities Inc located?
- Usi Securities Inc is based in Glastonbury, CT and has employer clients in 33 states.
- How does Usi Securities Inc rank among benefits brokers in Connecticut?
- Usi Securities Inc ranks #4 by employer clients among the 50 most active benefits brokers based in Connecticut.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Usi Securities Inc 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 |
|---|---|---|---|
| Administrative Group, LLC Dba Transamerica Fiduciary Services | IA | 41,604 | 2025-12-31 |
| Mmt Ambulance | NE | 2,270 | 2025-12-31 |
| Meridian Senior Living LLC | MD | 1,991 | 2025-12-31 |
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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.