Usi Advisors, Inc. — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Usi Advisors, Inc. is reported as a service provider on 287 loaded Form 5500 filing(s) across 280 plan sponsor(s) and 285 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,895,236 and reported indirect compensation totals $901,721.

Reported compensation summary

Reported direct compensation
$7,895,236
Reported indirect compensation
$901,721
Total reported compensation
$8,796,957
Filings
287
Plan sponsors
280
Plans
285
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Usi Advisors, Inc.
SponsorStatePlansReported compensation
Iroquois Pipeline Operating CompanyCT1$106,476
Ciena Healthcare Management, Inc.MI1$99,972
Fox Management Rehabilitation Services LLCNJ2$97,500
Akebono Brake CorporationMI1$91,875
Aledade, Inc.MD1$90,245
J.S. Held LLCNY1$86,250
Ringcentral IncCA1$85,000
Ziply FiberWA1$84,000
Geosyntec Consultants, IncFL1$83,600
National Veterinary AssociatesCA1$82,463

State footprint

Plans reporting Usi Advisors, Inc. are sponsored in WA (42), MN (27), NE (24), OH (21), TX (19), NY (17), CA (16), CT (14), VA (12), NJ (9), OR (8), CO (8).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Iroquois Pipeline Operating CompanyIroquois Pipeline Operating Company Cash Balance Retirement Plan2023$106,476not reported in the loaded dataset
Ciena Healthcare Management, Inc.Ciena Healthcare Management, Inc. 401(K) Plan2023$99,972not reported in the loaded dataset
Akebono Brake CorporationAkebono Brake Corporation Retirement Savings Plan2023$91,875not reported in the loaded dataset
Aledade, Inc.Aledade 401(K) Savings And Investment Plan2023$90,245not reported in the loaded dataset
J.S. Held LLCJ.S. Held LLC 401(K) Profit Sharing Plan2023$86,250not reported in the loaded dataset
Ringcentral IncRingcentral Inc.2023$85,000$0
Ziply FiberZiply Fiber Pension Plan2023$84,000not reported in the loaded dataset
Geosyntec Consultants, IncGeosyntec Consultants, Inc. And Subsidiaries 401(K) Retirement Plan2023$83,533$67
National Veterinary AssociatesNational Veterinary Associates, Inc. 401(K) Plan2023$82,463not reported in the loaded dataset
Sound Inpatient Physicians, Inc.Sound Physicians 401(K) Plan2023$79,972$0
Primetals Technologies Usa LLCMetals Technologies LLC Savings Plan2023$79,944not reported in the loaded dataset
Hcc Insurance Holdings, Inc.Hcc Insurance Holdings, Inc. 401(K) Plan2023$78,806not reported in the loaded dataset
Dime BankThe Retirement Plan Of Dime Bank2023$77,935not reported in the loaded dataset
Children'S Hospital & Medical CenterChildren'S Hospital & Medical Center 403(B) Plan2023$76,000not reported in the loaded dataset
Boyd CompanyBoyd Company 401(K) Plan2023$74,160not reported in the loaded dataset
Omaha Standard, LLCPalfinger U.S.A. Retirement Profit Sharing Plan2023$69,981$19
David Yurman Enterprises, LLCDavid Yurman Enterprises, LLC Retirement Plan2023$69,103not reported in the loaded dataset
Bh Shoe Holdings, IncBh Shoe Holdings, Inc. Investment And Retirement Plan (401(K) Plan For Non Union Employees)2023$67,000not reported in the loaded dataset
Carousel Industries Of North AmericaCarousel Industries Of North America, Inc. 401(K) Plan And Trust2023$66,635not reported in the loaded dataset
U.S. Fire Insurance Co.Crum & Forster Employee Savings Plan2023$64,707not reported in the loaded dataset
Inside PlasticsInside Plastics Profit Sharing And Retirement Savings Plan2023$61,000not reported in the loaded dataset
Security Services Holdings LLCProtos Security 401(K) Plan2023$0$60,770
Amtrust Financial Services, IncAmtrust Retirement Plan2023$60,000not reported in the loaded dataset
Rothschild & Co. North America Inc.Rothschild & Co North America, Inc. 401(K) And Profit Sharing Plan2023$57,405not reported in the loaded dataset
Claas Of America Inc.Claas Employees' Savings Plan2023$55,301not reported in the loaded dataset
Flatiron Construction Corp.Flatiron Construction Corp. 401(K) Profit Sharing Plan2023$54,725not reported in the loaded dataset
Cimarron Software Services, Inc.Cimarron Software Services, Inc. 401(K) Profit Sharing Plan2023$53,997not reported in the loaded dataset
Southerncarlson, Inc.Kyocera Industrial Tools, Inc. 401(K) Plan2023$53,837not reported in the loaded dataset
Installed Building Products, LLCInstalled Building Products, LLC 401(K) Savings Plan And Trust2023$53,500not reported in the loaded dataset
Southland Holdings, LLCSouthland Holdings, LLC 401(K) Profit Sharing Plan2023$0$53,000
Sapp Bros., Inc.Sapp Bros., Inc. Retirement Plan2023$52,069not reported in the loaded dataset
Mlk Consulting LLCDream Golf 401(K) Retirement Plan2023$50,773not reported in the loaded dataset
B&R Stores, Inc.B&R Stores, Inc. 401(K) Plan2023$50,327not reported in the loaded dataset
St Engineering Idirect, Inc.St Engineering Idirect 401(K) Plan2023$50,000not reported in the loaded dataset
Seattle Institute For Biomedical And Clinical ResearchSeattle Institute For Biomedical And Clinical Research 403(B) Dc Plan2023$50,000$0
Metron, Inc.Metron, Inc. 401(K) Profit Sharing Plan2023$49,809not reported in the loaded dataset
Evo Transportation And Energy ServicesEvo 401(K) Plan2023$49,583not reported in the loaded dataset
Hose Master, LLCHose Master Profit Sharing & Retirement Savings Plan2023$0$49,259
Rlj Lodging Trust, L.P.Rlj Lodging Trust, L.P. 401(K) Plan2023$48,916not reported in the loaded dataset
Fox Management Rehabilitation Services LLCFox Management Rehabilitation Services LLC 401(K) Plan2023$48,750not reported in the loaded dataset
Fox Management Rehabilitation Services LLCFox Management Rehabilitation Services LLC 401(K) Plan2023$48,750not reported in the loaded dataset
Edf Trading North America, LLCEdf Trading, N.A. 401(K) Plan2023$48,120not reported in the loaded dataset
Logic 20/20 IncLogic 20/20 401k Profit Sharing Plan And Trust2023$46,233$0
Island Employment Services, LLCIsland Employment Services, LLC 401(K) Profit Sharing Plan2023$45,794not reported in the loaded dataset
Archway Marketing Services, Inc.Archway Marketing Services Retirement Savings Plan2023$45,000$0
Axcess Financial Services, Inc.The Axcess Financial 401k Plan2023$45,000not reported in the loaded dataset
Planned Parenthood Great Northwest Hawaii Alaska Indiana KentuckyPlanned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky 403b Thrift Plan2023$45,000$0
Banner Engineering CorpBanner Engineering Corp. Profit Sharing Retirement Savings Plan And Trust2023$44,997not reported in the loaded dataset
Abc Legal Holdings, LLC.Abc Legal Services 401 (K) Plan2023$44,680not reported in the loaded dataset
Human Rights CampaignHuman Rights Campaign 401(K) Plan2023$0$44,323

Related Form 5500 pages