David S Morris
Boca Raton, FL
David S Morris of Boca Raton, FL is the broker of record on 19 Form 5500 Schedule A filings covering 12 employer benefit plans, with $115 in reported broker commissions (plan year 2025).
Quick answer
David S Morris (Boca Raton, FL) is the broker of record for 12 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does David S Morris have?
- David S Morris is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.
- Who are David S Morris's largest employer clients?
- By plan participants, the largest include Regis Hr Group (4,069 participants), City National Bank Of Florida (1,122 participants) and Kelly Tractor Co. (600 participants).
- How much does David S Morris earn in commissions?
- Insurers reported $115 in broker commissions paid to David S Morris for plan year 2025, per Schedule A Part 1.
- Where is David S Morris located?
- David S Morris is based in Boca Raton, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming David S Morris 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 |
|---|---|---|---|
| Regis Hr Group | FL | 4,069 | 2025-12-31 |
| City National Bank Of Florida | FL | 1,122 | 2025-12-31 |
| Kelly Tractor Co. | FL | 600 | 2025-12-31 |
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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.