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Benefits Intelligence/Broker Directory/Indiana

Marsha S. Talley

Jasper, IN

Marsha S. Talley of Jasper, IN is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 5 states, with $14,003 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
12
States served
5
Reported commissions
$14,003
plan year 2025
Reported fees
$121

Quick answer

Marsha S. Talley (Jasper, IN) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Marsha S. Talley have?
Marsha S. Talley is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 5 states.
Who are Marsha S. Talley's largest employer clients?
By plan participants, the largest include Jasper Holdings, Inc. (4,167 participants), Martin & Bayley, Inc. (940 participants) and Pgt Trucking, Inc. (604 participants).
How much does Marsha S. Talley earn in commissions?
Insurers reported $14,003 in broker commissions and $121 in fees paid to Marsha S. Talley for plan year 2025, per Schedule A Part 1.
Where is Marsha S. Talley located?
Marsha S. Talley is based in Jasper, IN and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Marsha S. Talley 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
Jasper Holdings, Inc.IN4,1672025-12-31
Martin & Bayley, Inc.IL9402024-12-31
Pgt Trucking, Inc.PA6042025-04-30
6 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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Other benefits brokers in Indiana

  • Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
  • Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
  • Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
  • Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
  • First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
  • Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
  • Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
  • Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)

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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.