How many plans does Usi Insurance Services LLC serve?

Usi Insurance Services LLC serves 838 retirement plans with $87.8B in plan assets and 1,419,953 participants, based on the latest Form 5500 filings through 2024.

What does Usi Insurance Services LLC charge?

Plans reported $40.1M in total Schedule C compensation paid to Usi Insurance Services LLC. The median plan paid $31K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Usi Insurance Services LLC

Matched across 87 name variants in the filings

Usi Insurance Services LLC summary

Usi Insurance Services LLC appears on 838 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $87.8B in assets for 1,419,953 participants. The median client plan holds $23.8M. Most client plans are sponsored in NY, WA and TX. The largest clients by plan assets are Lumen Technologies, Inc., Board of Trustees of Minnesota Laborers Pension Fund and Triad National Security, LLC. Plans reported $40.1M in direct and indirect compensation paid to Usi Insurance Services LLC. The median is $31K per plan.

Participants: 1,419,953
Median plan assets: $23.8M
Median plan participants: 388
Median fees per plan: $31K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Lumen Technologies, Inc.	LA	$8.1B	35,683
Board of Trustees of Minnesota Laborers Pension Fund	MN	$3.6B	22,103
Triad National Security, LLC, plan 001	NM	$3.1B	17,002
Northwell Health, Inc.	NY	$2.9B	46,906
Parsons Corporation	VA	$2.6B	16,706
Ut-Battelle, LLC	TN	$2.6B	13,024
Johns Hopkins Health System Corporation	MD	$2.3B	16,291
PWC US Group LLP	FL	$1.9B	15,528
Promedica Health System, Inc.	OH	$1.6B	18,391
Rentokil North America, Inc.	PA	$1.5B	26,389
Carilion Clinic	VA	$1.4B	17,990
Thrivent Financial for Lutherans	MN	$1.4B	10,928
Alston & Bird LLP	GA	$1.2B	2,634
Willis-Knighton Medical Center	LA	$1.2B	11,708
Carnival Corporation	FL	$1.2B	4,973
Four Seasons Hotels Limited Pension & Profit Sharing Committee	-	$1.2B	20,592
McCormick & Company, Inc.	MD	$1.1B	6,013
National Veterinary Associates, Inc.	CA	$1.0B	45,271
Trinity Health Corporation	MI	$983M	14,475
Four Seasons Hotels Limited Pension & Profit Sharing Committee	-	$979M	20,112
Triad National Security, LLC, plan 002	NM	$977M	2,726
Kaleida Health Corporate Benefits	NY	$971M	11,051
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust	NY	$787M	2,914
Hancock Whitney Corporation	MS	$787M	4,426
U.S. Fire Insurance Co.	NJ	$693M	3,594

Lumen Technologies, Inc.$8.1B
LAParticipants 35,683
Board of Trustees of Minnesota Laborers Pension Fund$3.6B
MNParticipants 22,103
Triad National Security, LLC, plan 001$3.1B
NMParticipants 17,002
Northwell Health, Inc.$2.9B
NYParticipants 46,906
Parsons Corporation$2.6B
VAParticipants 16,706
Ut-Battelle, LLC$2.6B
TNParticipants 13,024
Johns Hopkins Health System Corporation$2.3B
MDParticipants 16,291
PWC US Group LLP$1.9B
FLParticipants 15,528
Promedica Health System, Inc.$1.6B
OHParticipants 18,391
Rentokil North America, Inc.$1.5B
PAParticipants 26,389
Carilion Clinic$1.4B
VAParticipants 17,990
Thrivent Financial for Lutherans$1.4B
MNParticipants 10,928
Alston & Bird LLP$1.2B
GAParticipants 2,634
Willis-Knighton Medical Center$1.2B
LAParticipants 11,708
Carnival Corporation$1.2B
FLParticipants 4,973
Four Seasons Hotels Limited Pension & Profit Sharing Committee$1.2B
-Participants 20,592
McCormick & Company, Inc.$1.1B
MDParticipants 6,013
National Veterinary Associates, Inc.$1.0B
CAParticipants 45,271
Trinity Health Corporation$983M
MIParticipants 14,475
Four Seasons Hotels Limited Pension & Profit Sharing Committee$979M
-Participants 20,112
Triad National Security, LLC, plan 002$977M
NMParticipants 2,726
Kaleida Health Corporate Benefits$971M
NYParticipants 11,051
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust$787M
NYParticipants 2,914
Hancock Whitney Corporation$787M
MSParticipants 4,426
U.S. Fire Insurance Co.$693M
NJParticipants 3,594

Top client states

NY121 plans
WA63 plans
TX58 plans
CT57 plans
OH50 plans

Frequently asked questions

Who uses Usi Insurance Services LLC?: 838 retirement plans list Usi Insurance Services LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Lumen Technologies, Inc., Board of Trustees of Minnesota Laborers Pension Fund, Triad National Security, LLC, Northwell Health, Inc. and Parsons Corporation. Most client plans are sponsored in NY, WA and TX.
How many plans does Usi Insurance Services LLC serve?: Usi Insurance Services LLC serves 838 retirement plans with $87.8B in plan assets and 1,419,953 participants, based on the latest Form 5500 filings through 2024.
What does Usi Insurance Services LLC charge?: Plans reported $40.1M in total Schedule C compensation paid to Usi Insurance Services LLC. The median plan paid $31K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served838+134 YoYRank #42 of mapped providers

Assets under administration$87.8B0.1%Rank #195 by share of filed assets

Fees received$40MMedian $31,186/planSum across Schedule C direct + indirect

Net wins YoY+59167 won - 108 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name USI Insurance Services as recordkeeper and list their funds in their filing.

Plans

104

$3.96B in funds

In collective trusts

average plan

In USI Insurance Services funds

average plan

In index funds

41%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	82
Fidelity (FMR)	46
Dodge & Cox	35
Capital Group	32
T. Rowe Price	28

Target-date series

Series	Plans
Vanguard Target Retirement	32
T. Rowe Price Retirement	12
American Funds Target Date	12
BlackRock LifePath Index	4
Fidelity Freedom	2

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.