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Benefits Intelligence/Broker Directory/Virginia

Usi Insurance Services LLC-Mountain

Virginia Beach, VA

Usi Insurance Services LLC-Mountain of Virginia Beach, VA is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 6 states, with $185,783 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
12
States served
6
Reported commissions
$185,783
plan year 2025
Reported fees
$13,116

Quick answer

Usi Insurance Services LLC-Mountain (Virginia Beach, VA) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Usi Insurance Services LLC-Mountain have?
Usi Insurance Services LLC-Mountain is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 6 states.
Who are Usi Insurance Services LLC-Mountain's largest employer clients?
By plan participants, the largest include Do It Best Corp (1,494 participants), Cobb Mechanical Contractors, Inc. (242 participants) and Viking Drill & Tool Welfare Benefit Plan (233 participants).
How much does Usi Insurance Services LLC-Mountain earn in commissions?
Insurers reported $185,783 in broker commissions and $13,116 in fees paid to Usi Insurance Services LLC-Mountain for plan year 2025, per Schedule A Part 1.
Where is Usi Insurance Services LLC-Mountain located?
Usi Insurance Services LLC-Mountain is based in Virginia Beach, VA and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Usi Insurance Services LLC-Mountain on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Do It Best CorpIN1,4942025-06-30
Cobb Mechanical Contractors, Inc.CO2422025-12-31
Viking Drill & Tool Welfare Benefit PlanMN2332025-08-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.