Sponsor portfolio

USI INSURANCE SERVICES, LLC

EIN 13-3771734insuranceLatest filing 2025

Plans

Retirement

$1.53B assets

Welfare

$17.2M premiums

Participants

23,884

100 SUMMIT LAKE DRIVE, SUITE 400 - VALHALLA, NY 10595877-272-4874usi.bizLinkedIn10001+ employeesinsurance

Plans on this EIN

3 filings

#001401k-$1.53B - 13,248 part #002CashBalance-$6K - 0 part #501Fully Insured-$17.2M - 10,501 lives

Retirement portfolio analytics

2 plans aggregated / $1.53B assets / 13,248 participants

Assets by plan

Share of aggregate retirement assets

100%top

Participants by plan

Active + retired + deferred vested

USI 401(K) (#001)13,248

Benefits portfolio analytics

1 plan / $17.2M premiums / 10,501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$11.8M
Life$9.7M
Long-term disability$8.7M
Health$3.9M
Prescription drug$2.8M
Vision$1.3M
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

51%top

PRUDENTIAL INSURANCE COMPANY OF AMERICA51%
KAISER FOUNDATION HEALTH PLAN INC16%
UNUM LIFE INSURANCE COMPANY OF AMERICA8%
VISION SERVICE PLAN8%
TELADOC7%
+3 more

Broker market share

Schedule A broker compensation

Split broker

92%top

USI INSURANCE SERVICES LLC92%
CUSTOM BENEFIT PROGRAMS INC8%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

USI 401(K) PLAN

401k

Assets$1.53B

Participants13,248

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

HOOKER & HOLCOMBE, INC PENSION PLAN

CashBalance

Assets$6K

Participants0

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501