USI Consulting Group
29 more advisory clients, 311 more other clients, 397 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- ST. Luke's Hospital Retirement Plan Pension consultantthrough Oct 29, 2025 Form 5500
- Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers Pension consultantthrough Aug 31, 2025 Form 5500
- Hunter Fan Company Pension Plan Investment adviser (plan)through Jul 1, 2025 Form 5500
+29 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Intermountain Rural Electric Association Pension Plan Actuarythrough Dec 31, 2025
- Core Electric Cooperative Variable Annuity Defined Benefit Plan Actuarythrough Dec 31, 2025
- Brandenburg Telephone Company Retirement Plan Actuarythrough Dec 31, 2025
+311 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Central National Gottesman Pension Plan | 2025 | 11 50 | NONE | $289,115 |
| Peterbilt Nashville - Local 1832 Uaw Retirement | 2025 | 11 15 | NONE | $107,249 |
| ST. Luke's Hospital Retirement Plan | 2025 | 17 | NONE | $102,917 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- USI Consulting Group appears on Hunter Fan Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceThe Steel Improvement Boilermakers & Blacksmiths Pension PlanFindley Davies, Inc. appears on The Steel Improvement Boilermakers & Blacksmiths Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with USI Consulting Groupaskebsa.dol.gov
- USI Consulting Group appears on Johns Hopkins Health System Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated EmployersUSI Consulting Group appears on Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceUnited Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & TrustUSI Consulting Group appears on United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.