Form 5500 · Employee benefit plan · VALHALLA, NY
USI INSURANCE SERVICES, LLC
USI INSURANCE SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3771734 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Life | 1,208 | December | $252,099 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 10,501 | December | $200,000 |
| TELADOC | Health | 10,500 | December | $143,882 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 4,113 | December | $73,538 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 3,175 | December | $65,115 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 145 | December | $32,549 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 10,500 | December | $17,170 |
| VISION SERVICE PLAN | Vision | 6,969 | December | $9,857 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 5 | December | $22 |
| DELTA DENTAL OF NEW YORK | Dental | 1,979 | December | $0 |
| METLIFE LEGAL PLANS | — | 1,717 | December | $0 |
| COMPSYCH | — | 10,119 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 220 | December | $0 |
Questions
Who is USI INSURANCE SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, USI INSURANCE SERVICES, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does USI INSURANCE SERVICES, LLC use?
USI INSURANCE SERVICES, LLC's benefit plan is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, among 13 disclosed carriers.
When does USI INSURANCE SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for USI INSURANCE SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from USI INSURANCE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.