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Benefits Intelligence/Broker Directory/Ohio

Charles D Mers And Associates

Westerville, OH

Charles D Mers And Associates of Westerville, OH is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $2 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$2
plan year 2025

Quick answer

Charles D Mers And Associates (Westerville, OH) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Charles D Mers And Associates have?
Charles D Mers And Associates is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Charles D Mers And Associates's largest employer clients?
By plan participants, the largest include Trumbull Industries, Inc. (250 participants).
How much does Charles D Mers And Associates earn in commissions?
Insurers reported $2 in broker commissions paid to Charles D Mers And Associates for plan year 2025, per Schedule A Part 1.
Where is Charles D Mers And Associates located?
Charles D Mers And Associates is based in Westerville, OH.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Charles D Mers And Associates 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
Trumbull Industries, Inc.OH2502025-12-31

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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.