Usi Insurance Services 401(k) plan

Usi Insurance Services LLC, Valhalla, NY. EIN 13-3771734. Annual reports 2009–2024. Also filed as Usi Holdings Corporation; Usi Insurance Services, LLC.

Usi Insurance Services LLC has one active retirement plan on file, the Usi 401(k) Plan, with 13,248 participants and $1.5 billion in assets in 2024. Fidelity has been its recordkeeper since 2022. No traditional pension plan appears in Usi Insurance Services's filings since 2009.

Active plans: 1
Participants: 13,248
Plan assets: $1.5 billion
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Finance and insurance

The plan

Usi 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-3771734
Participants (2024): 13,248
Net assets (2024): $1.5 billion
Recordkeeper: FidelityEarlier: Usi Consulting Group (2009–2021)
Plan administrator: Usi Insurance Services LLC
100 Summit Lake Drive, Suite 400
Valhalla, NY 10595
(914) 749-8500As filed for 2024
In effect since: January 1, 1995

Earlier sponsor: Usi Holdings Corporation (2009–2012).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,248	$1.5 billion	Fidelity
2023	12,858	$1.3 billion	Fidelity
2022	11,875	$1.0 billion	Fidelity
2021	11,719	$1.2 billion	Usi Consulting Group
2020	11,121	$1.0 billion	Usi Consulting Group
2019	10,095	$848 million	Usi Consulting Group
2018	9,427	$662 million	Usi Consulting Group
2017	8,698	$545 million	Usi Consulting Group
2016	5,668	$457 million	Usi Consulting Group
2015	6,425	$424 million	Usi Consulting Group
2014	6,707	$414 million	Usi Consulting Group
2013	5,502	$349 million	Usi Consulting Group
2012	4,800	$285 million	Usi Consulting Group
2011	4,737	$248 million	Usi Consulting Group
2010	4,762	$242 million	Usi Consulting Group
2009	5,119	$212 million	Usi Consulting Group

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Usi 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((914) 749-8500). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Usi 401(k) Plan

If you had money in one of these plans

What these numbers are

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