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Benefits Intelligence/Broker Directory/Minnesota

David Martin Agency Inc

Edina, MN

David Martin Agency Inc of Edina, MN is the broker of record on 351 Form 5500 Schedule A filings covering 66 employer benefit plans across 8 states, with $6,521,621 in reported broker commissions (plan year 2021).

Employer clients
66
distinct plan sponsors
Schedule A filings
351
States served
8
Reported commissions
$6,521,621
plan year 2021
Reported fees
$649,302

Employer clients

Plan sponsors naming David Martin Agency Inc 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
Kellogg CompanyMI17,8272013-12-31
Schwans Shared Services, LLCMN10,2252016-12-31
Post Holdings, Inc.MO9,4562019-12-31
63 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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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.