Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Mark Edward Case

Castle Pines, CO

Mark Edward Case of Castle Pines, CO is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $1,555 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$1,555
plan year 2025

Quick answer

Mark Edward Case (Castle Pines, CO) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mark Edward Case have?
Mark Edward Case is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Mark Edward Case's largest employer clients?
By plan participants, the largest include Ahresty Wilmington Corporation (569 participants), Matt Castrucci, Inc. (411 participants) and Bank Of Tennessee (221 participants).
How much does Mark Edward Case earn in commissions?
Insurers reported $1,555 in broker commissions paid to Mark Edward Case for plan year 2025, per Schedule A Part 1.
Where is Mark Edward Case located?
Mark Edward Case is based in Castle Pines, CO and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mark Edward Case 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
Ahresty Wilmington CorporationOH5692025-12-31
Matt Castrucci, Inc.OH4112025-06-30
Bank Of TennesseeTN2212025-12-31
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.