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Benefits Intelligence/Broker Directory/Nebraska

Jerry Edgar

Lincoln, NE

Jerry Edgar of Lincoln, NE is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $961 in reported broker commissions (plan year 2021).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$961
plan year 2021
Reported fees
$110

Employer clients

Plan sponsors naming Jerry Edgar 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
Evergreen Alliance Golf Limited, L.P.TX3,4542016-12-31
Security First BankSD2792018-12-31
Swanson Russell IncNE1182021-12-31

Know who holds the account, and when it renews.

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.