How many employer clients does Matt Merwald have?

Matt Merwald is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.

Who are Matt Merwald's largest employer clients?

By plan participants, the largest include Borsheim Jewelry Company, Inc. (186 participants), Drs Holdings, LLC, Dba Daida (128 participants) and Aoi Corporation (114 participants).

How much does Matt Merwald earn in commissions?

Insurers reported $21,868 in broker commissions and $19,650 in fees paid to Matt Merwald for plan year 2025, per Schedule A Part 1.

Where is Matt Merwald located?

Matt Merwald is based in Omaha, NE and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Nebraska

Matt Merwald

Omaha, NE

Matt Merwald of Omaha, NE is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $21,868 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$21,868

plan year 2025

Reported fees

$19,650

Quick answer

Matt Merwald (Omaha, NE) is the broker of record for 5 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Matt Merwald have?: Matt Merwald is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Matt Merwald's largest employer clients?: By plan participants, the largest include Borsheim Jewelry Company, Inc. (186 participants), Drs Holdings, LLC, Dba Daida (128 participants) and Aoi Corporation (114 participants).
How much does Matt Merwald earn in commissions?: Insurers reported $21,868 in broker commissions and $19,650 in fees paid to Matt Merwald for plan year 2025, per Schedule A Part 1.
Where is Matt Merwald located?: Matt Merwald is based in Omaha, NE and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Matt Merwald 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
Borsheim Jewelry Company, Inc.	NE	186	2024-12-31
Drs Holdings, LLC, Dba Daida	NJ	128	2024-12-31
Aoi Corporation	NE	114	2024-12-31

2 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.