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Benefits Intelligence/Broker Directory/Utah

Merge Financial Companies, LLC

Salt Lake City, UT

Merge Financial Companies, LLC of Salt Lake City, UT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $598,761 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$598,761
plan year 2025

Employer clients

Plan sponsors naming Merge Financial Companies, LLC 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
C.R. England, Inc.UT1,3842024-12-31
C.R. England, Inc.UT1,3472025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.