Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Catherine Ann Mclernon

Kissimmee, FL

Catherine Ann Mclernon of Kissimmee, FL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $8,411 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
3
Reported commissions
$8,411
plan year 2025

Quick answer

Catherine Ann Mclernon (Kissimmee, FL) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Catherine Ann Mclernon have?
Catherine Ann Mclernon is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Catherine Ann Mclernon's largest employer clients?
By plan participants, the largest include Bw Gas & Convenience Holdings, LLC (3,976 participants), Enhance Therapies (1,671 participants) and Martin & Bayley, Inc. (940 participants).
How much does Catherine Ann Mclernon earn in commissions?
Insurers reported $8,411 in broker commissions paid to Catherine Ann Mclernon for plan year 2025, per Schedule A Part 1.
Where is Catherine Ann Mclernon located?
Catherine Ann Mclernon is based in Kissimmee, FL and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Catherine Ann Mclernon 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
Bw Gas & Convenience Holdings, LLCMA3,9762025-12-31
Enhance TherapiesNJ1,6712025-12-31
Martin & Bayley, Inc.IL9402024-12-31

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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.