Civic Intelligence

Usi Insurance Services LLC

Plan context: Usi 401(K) Plan

EIN 13-3771734 • Valhalla, NY • 53 filings • 14 plans

100 Summit Lake DriveSuite 400Valhalla, NY 10595
Current Snapshot

Latest Year

2025

2025 Participants

10,500

2025 Assets

$1,545,155,371

2025 Contributions

$154,793,845

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,545,155,371$772,577,686$0200220172024YearValue
$1,545,155,371Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

10,5005,2500199920122024YearValue
10,500Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
Hooker & Holcombe Inc Pension Plan-0$0$0-
2024310,500$1,545,155,371$154,793,845$14,742iApproximate average salary by contribution assumption: employee only about $368,557 at 4% or $245,705 at 6%; with 50% employer match about $245,705 at 4% or $163,803 at 6%; with 100% employer match about $184,278 at 4% or $122,852 at 6%.
Usi 401(K) Plan-10,494$1,534,596,382$154,793,845$14,751iApproximate average salary by contribution assumption: employee only about $368,767 at 4% or $245,845 at 6%; with 50% employer match about $245,845 at 4% or $163,897 at 6%; with 100% employer match about $184,384 at 4% or $122,922 at 6%.
Hooker & Holcombe Inc Pension Plan-91$10,558,989--
Group Life, Accidental Death & Dismemberment and Long Term Disability-10,500---
2023310,418$1,338,677,369$184,692,842$17,728iApproximate average salary by contribution assumption: employee only about $443,206 at 4% or $295,471 at 6%; with 50% employer match about $295,471 at 4% or $196,980 at 6%; with 100% employer match about $221,603 at 4% or $147,735 at 6%.
Usi 401(K) Plan-10,251$1,327,610,141$184,692,842$18,017iApproximate average salary by contribution assumption: employee only about $450,426 at 4% or $300,284 at 6%; with 50% employer match about $300,284 at 4% or $200,190 at 6%; with 100% employer match about $225,213 at 4% or $150,142 at 6%.
Hooker & Holcombe Inc Pension Plan-91$11,067,228$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-10,418---
202229,755$1,039,429,248$126,743,667$12,993iApproximate average salary by contribution assumption: employee only about $324,817 at 4% or $216,545 at 6%; with 50% employer match about $216,545 at 4% or $144,363 at 6%; with 100% employer match about $162,409 at 4% or $108,272 at 6%.
Usi 401(K) Plan-9,397$1,039,429,248$126,743,667$13,488iApproximate average salary by contribution assumption: employee only about $337,192 at 4% or $224,795 at 6%; with 50% employer match about $224,795 at 4% or $149,863 at 6%; with 100% employer match about $168,596 at 4% or $112,397 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-9,755---
202128,441$1,233,138,446$131,033,580$15,523iApproximate average salary by contribution assumption: employee only about $388,087 at 4% or $258,724 at 6%; with 50% employer match about $258,724 at 4% or $172,483 at 6%; with 100% employer match about $194,043 at 4% or $129,362 at 6%.
Usi 401(K) Plan-8,186$1,233,138,446$131,033,580$16,007iApproximate average salary by contribution assumption: employee only about $400,176 at 4% or $266,784 at 6%; with 50% employer match about $266,784 at 4% or $177,856 at 6%; with 100% employer match about $200,088 at 4% or $133,392 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-8,441---
202028,177$1,038,646,364$130,236,297$15,927iApproximate average salary by contribution assumption: employee only about $398,179 at 4% or $265,452 at 6%; with 50% employer match about $265,452 at 4% or $176,968 at 6%; with 100% employer match about $199,089 at 4% or $132,726 at 6%.
Usi 401(K) Plan-8,081$1,038,646,364$130,236,297$16,116iApproximate average salary by contribution assumption: employee only about $402,909 at 4% or $268,606 at 6%; with 50% employer match about $268,606 at 4% or $179,071 at 6%; with 100% employer match about $201,454 at 4% or $134,303 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-8,177---
201927,420$847,803,295$106,148,556$14,306iApproximate average salary by contribution assumption: employee only about $357,643 at 4% or $238,429 at 6%; with 50% employer match about $238,429 at 4% or $158,953 at 6%; with 100% employer match about $178,822 at 4% or $119,214 at 6%.
Usi 401(K) Plan-7,233$847,803,295$106,148,556$14,676iApproximate average salary by contribution assumption: employee only about $366,890 at 4% or $244,593 at 6%; with 50% employer match about $244,593 at 4% or $163,062 at 6%; with 100% employer match about $183,445 at 4% or $122,297 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-7,420---
201827,251$662,334,339$212,020,352$29,240iApproximate average salary by contribution assumption: employee only about $731,004 at 4% or $487,336 at 6%; with 50% employer match about $487,336 at 4% or $324,891 at 6%; with 100% employer match about $365,502 at 4% or $243,668 at 6%.
Usi 401(K) Plan-7,251$662,334,339$212,020,352$29,240iApproximate average salary by contribution assumption: employee only about $731,004 at 4% or $487,336 at 6%; with 50% employer match about $487,336 at 4% or $324,891 at 6%; with 100% employer match about $365,502 at 4% or $243,668 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-5,854---
201727,060$544,769,481$53,339,399$7,555iApproximate average salary by contribution assumption: employee only about $188,879 at 4% or $125,919 at 6%; with 50% employer match about $125,919 at 4% or $83,946 at 6%; with 100% employer match about $94,439 at 4% or $62,960 at 6%.
Usi 401(K) Plan-7,060$544,769,481$53,339,399$7,555iApproximate average salary by contribution assumption: employee only about $188,879 at 4% or $125,919 at 6%; with 50% employer match about $125,919 at 4% or $83,946 at 6%; with 100% employer match about $94,439 at 4% or $62,960 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-5,625---
201624,262$457,004,294$51,226,531$12,019iApproximate average salary by contribution assumption: employee only about $300,484 at 4% or $200,323 at 6%; with 50% employer match about $200,323 at 4% or $133,548 at 6%; with 100% employer match about $150,242 at 4% or $100,161 at 6%.
Usi 401(K) Plan-4,262$457,004,294$51,226,531$12,019iApproximate average salary by contribution assumption: employee only about $300,484 at 4% or $200,323 at 6%; with 50% employer match about $200,323 at 4% or $133,548 at 6%; with 100% employer match about $150,242 at 4% or $100,161 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,484---
201525,256$423,713,173$45,768,236$8,708iApproximate average salary by contribution assumption: employee only about $217,695 at 4% or $145,130 at 6%; with 50% employer match about $145,130 at 4% or $96,753 at 6%; with 100% employer match about $108,848 at 4% or $72,565 at 6%.
Usi 401(K) Plan-5,256$423,713,173$45,768,236$8,708iApproximate average salary by contribution assumption: employee only about $217,695 at 4% or $145,130 at 6%; with 50% employer match about $145,130 at 4% or $96,753 at 6%; with 100% employer match about $108,848 at 4% or $72,565 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,456---
201425,656$414,241,908$67,711,060$11,972iApproximate average salary by contribution assumption: employee only about $299,289 at 4% or $199,526 at 6%; with 50% employer match about $199,526 at 4% or $133,017 at 6%; with 100% employer match about $149,644 at 4% or $99,763 at 6%.
Usi 401(K) Plan-5,656$414,241,908$67,711,060$11,972iApproximate average salary by contribution assumption: employee only about $299,289 at 4% or $199,526 at 6%; with 50% employer match about $199,526 at 4% or $133,017 at 6%; with 100% employer match about $149,644 at 4% or $99,763 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,379---
201324,529$348,601,927$35,986,826$7,946iApproximate average salary by contribution assumption: employee only about $198,647 at 4% or $132,431 at 6%; with 50% employer match about $132,431 at 4% or $88,287 at 6%; with 100% employer match about $99,323 at 4% or $66,216 at 6%.
Usi 401(K) Plan-4,529$348,601,927$35,986,826$7,946iApproximate average salary by contribution assumption: employee only about $198,647 at 4% or $132,431 at 6%; with 50% employer match about $132,431 at 4% or $88,287 at 6%; with 100% employer match about $99,323 at 4% or $66,216 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,264---
201213,267$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,267---
201112,865$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,865---
201012,717$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,717---
200912,852$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,852---
200813,039$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,039---
200712,962$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,962---
200613,006$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,006---
200512,766$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,766---
200422,425$131,734,214$15,437,184$6,366iApproximate average salary by contribution assumption: employee only about $159,146 at 4% or $106,097 at 6%; with 50% employer match about $106,097 at 4% or $70,732 at 6%; with 100% employer match about $79,573 at 4% or $53,049 at 6%.
Usi 401(K) Plan-2,425$131,734,214$15,437,184$6,366iApproximate average salary by contribution assumption: employee only about $159,146 at 4% or $106,097 at 6%; with 50% employer match about $106,097 at 4% or $70,732 at 6%; with 100% employer match about $79,573 at 4% or $53,049 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,153---
200322,192$104,444,181$12,370,743$5,644iApproximate average salary by contribution assumption: employee only about $141,090 at 4% or $94,060 at 6%; with 50% employer match about $94,060 at 4% or $62,707 at 6%; with 100% employer match about $70,545 at 4% or $47,030 at 6%.
Usi 401(K) Plan-2,192$104,444,181$12,370,743$5,644iApproximate average salary by contribution assumption: employee only about $141,090 at 4% or $94,060 at 6%; with 50% employer match about $94,060 at 4% or $62,707 at 6%; with 100% employer match about $70,545 at 4% or $47,030 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,094---
200231,949$71,652,796$12,880,918$6,609iApproximate average salary by contribution assumption: employee only about $165,225 at 4% or $110,150 at 6%; with 50% employer match about $110,150 at 4% or $73,433 at 6%; with 100% employer match about $82,612 at 4% or $55,075 at 6%.
Usi 401(K) Plan-1,949$71,652,796$12,880,918$6,609iApproximate average salary by contribution assumption: employee only about $165,225 at 4% or $110,150 at 6%; with 50% employer match about $110,150 at 4% or $73,433 at 6%; with 100% employer match about $82,612 at 4% or $55,075 at 6%.
Group Life, Accidental Death & Dismemberment and Long Term Disability-1,811---
Group Long Term Care-109---
200133,080$0$0-
Group Dental Plan-445---
Group Long Term Care-114---
Group Life, Accidental Death & Dismemberment and Long Term Disability-3,080---
200042,900$0$0-
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,900---
Group Dental Plan-653---
Group Employee Assistance Program-2,223---
Group Long Term Care-109---
199942,700$0$0-
Group Employee Assistance Program-2,311---
Group Long Term Care-132---
Group Life, Accidental Death & Dismemberment and Long Term Disability-2,700---
Group Dental Plan-703---