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Benefits Intelligence/Broker Directory/Minnesota

David J Means

Minneapolis, MN

David J Means of Minneapolis, MN is the broker of record on 12 Form 5500 Schedule A filings covering 10 employer benefit plans across 8 states, with $1,429 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
12
States served
8
Reported commissions
$1,429
plan year 2025
Reported fees
$2,344

Quick answer

David J Means (Minneapolis, MN) is the broker of record for 10 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David J Means have?
David J Means is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 8 states.
Who are David J Means's largest employer clients?
By plan participants, the largest include Whataburger Restaurants LLC (52,740 participants), Holzer Health System (2,218 participants) and Southwest Business Corporation (1,403 participants).
How much does David J Means earn in commissions?
Insurers reported $1,429 in broker commissions and $2,344 in fees paid to David J Means for plan year 2025, per Schedule A Part 1.
Where is David J Means located?
David J Means is based in Minneapolis, MN and has employer clients in 8 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David J Means 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
Whataburger Restaurants LLCTX52,7402024-12-31
Holzer Health SystemOH2,2182025-12-31
Southwest Business CorporationTX1,4032025-12-31
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.