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Benefits Intelligence/Broker Directory/New Mexico

David Mcleod

Rio Rancho, NM

David Mcleod of Rio Rancho, NM is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $4,644 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
4
Reported commissions
$4,644
plan year 2025
Reported fees
$2,235

Quick answer

David Mcleod (Rio Rancho, NM) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Mcleod have?
David Mcleod is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are David Mcleod's largest employer clients?
By plan participants, the largest include Dillard'S, Inc. (11,802 participants), Dicalite Management Group, Inc. (298 participants) and El Centro Family Health (188 participants).
How much does David Mcleod earn in commissions?
Insurers reported $4,644 in broker commissions and $2,235 in fees paid to David Mcleod for plan year 2025, per Schedule A Part 1.
Where is David Mcleod located?
David Mcleod is based in Rio Rancho, NM and has employer clients in 4 states.
How does David Mcleod rank among benefits brokers in New Mexico?
David Mcleod ranks #15 by employer clients among the 50 most active benefits brokers based in New Mexico.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Mcleod 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
Dillard'S, Inc.AR11,8022025-05-31
Dicalite Management Group, Inc.PA2982025-12-31
El Centro Family HealthNM1882025-12-31
1 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.