2023 Form 5500 filing — Usi Insurance Services, LLC Employee Benefit Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003081523NAL0009612065001) for Usi Insurance Services, LLC Employee Benefit Plan, reported by Usi Insurance Services, LLC under EIN 13-3771734 and plan number 501. It reports 9,892 participants. Attached schedule details are not reported in the loaded dataset.

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants9.9K9,892
Provider compensationNone reported
Schedules filedNoneLoaded schedules
EFAST2 acknowledgement
20241003081523NAL0009612065001
Plan sponsor
Usi Insurance Services, LLC
EIN
13-3771734
Plan number
501
Location
Valhalla, NY
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Related Form 5500 pages