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Benefits Intelligence/Broker Directory

Matthew Herren

Matthew Herren is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $18,814 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$18,814
plan year 2025

Quick answer

Matthew Herren is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Matthew Herren have?
Matthew Herren is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Matthew Herren's largest employer clients?
By plan participants, the largest include Maverick Aviation Group, LLC (261 participants), Patriot Contractors, LLC (192 participants) and Cloverland Electric Cooperative (129 participants).
How much does Matthew Herren earn in commissions?
Insurers reported $18,814 in broker commissions paid to Matthew Herren for plan year 2025, per Schedule A Part 1.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Matthew Herren 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
Maverick Aviation Group, LLCNV2612025-12-31
Patriot Contractors, LLCNV1922025-12-31
Cloverland Electric CooperativeMI1292025-12-31

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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.