Meghan Moffatt Lucas
Victoria, MN
Meghan Moffatt Lucas of Victoria, MN is the broker of record on 59 Form 5500 Schedule A filings covering 36 employer benefit plans across 7 states, with $4,555 in reported broker commissions (plan year 2025).
Quick answer
Meghan Moffatt Lucas (Victoria, MN) is the broker of record for 36 employer benefit plan sponsors on 59 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Meghan Moffatt Lucas have?
- Meghan Moffatt Lucas is named as broker on Form 5500 Schedule A filings for 36 distinct plan sponsors in 7 states.
- Who are Meghan Moffatt Lucas's largest employer clients?
- By plan participants, the largest include Peoplease, LLC (15,178 participants), Gillette Childrens Specialty Healthcare (1,327 participants) and The Goodman Group, Inc. (1,052 participants).
- How much does Meghan Moffatt Lucas earn in commissions?
- Insurers reported $4,555 in broker commissions and $85 in fees paid to Meghan Moffatt Lucas for plan year 2025, per Schedule A Part 1.
- Where is Meghan Moffatt Lucas located?
- Meghan Moffatt Lucas is based in Victoria, MN and has employer clients in 7 states.
- How does Meghan Moffatt Lucas rank among benefits brokers in Minnesota?
- Meghan Moffatt Lucas ranks #32 by employer clients among the 50 most active benefits brokers based in Minnesota.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Meghan Moffatt Lucas 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 |
|---|---|---|---|
| Peoplease, LLC | FL | 15,178 | 2024-12-31 |
| Gillette Childrens Specialty Healthcare | MN | 1,327 | 2025-12-31 |
| The Goodman Group, Inc. | MN | 1,052 | 2025-12-31 |
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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.