David N Morgan
Lynchburg, VA
David N Morgan of Lynchburg, VA is the broker of record on 22 Form 5500 Schedule A filings covering 15 employer benefit plans across 5 states, with $3,854 in reported broker commissions (plan year 2025).
Quick answer
David N Morgan (Lynchburg, VA) is the broker of record for 15 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does David N Morgan have?
- David N Morgan is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 5 states.
- Who are David N Morgan's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Children'S Health System, Inc. (3,025 participants) and James River Equipment (1,496 participants).
- How much does David N Morgan earn in commissions?
- Insurers reported $3,854 in broker commissions paid to David N Morgan for plan year 2025, per Schedule A Part 1.
- Where is David N Morgan located?
- David N Morgan is based in Lynchburg, VA and has employer clients in 5 states.
- How does David N Morgan rank among benefits brokers in Virginia?
- David N Morgan ranks #39 by employer clients among the 50 most active benefits brokers based in Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming David N Morgan on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Children'S Health System, Inc. | VA | 3,025 | 2025-12-31 |
| James River Equipment | VA | 1,496 | 2025-02-28 |
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Other benefits brokers in Virginia
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- James A Scott & Son Inc: 276 employer clients, $16,248,263 reported commissions (Lynchburg)
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- Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
- Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)
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.