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Benefits Intelligence/Broker Directory/Missouri

Aaron Everly

Columbia, MO

Aaron Everly of Columbia, MO is the broker of record on 16 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $6,182 in reported broker commissions (plan year 2024).

Employer clients
9
distinct plan sponsors
Schedule A filings
16
States served
3
Reported commissions
$6,182
plan year 2024
Reported fees
$17

Employer clients

Plan sponsors naming Aaron Everly 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
Frankcrum 11, Inc.FL1,7272017-12-31
Mbs Textbook Exchange, LLCMO5862022-06-30
Preferred Family HealthcareMO4292014-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.