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Benefits Intelligence/Broker Directory/New Jersey

Merrill Lynch Life Insurance Agency

Pennington, NJ

Merrill Lynch Life Insurance Agency of Pennington, NJ is the broker of record on 96 Form 5500 Schedule A filings covering 35 employer benefit plans across 14 states, with $812,910 in reported broker commissions (plan year 2020).

Employer clients
35
distinct plan sponsors
Schedule A filings
96
States served
14
Reported commissions
$812,910
plan year 2020
Reported fees
$15,567

Employer clients

Plan sponsors naming Merrill Lynch Life Insurance Agency 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
Pet Supplies Plus, LLCMI1,1992013-12-31
Ryla Teleservices IncGA4822010-12-31
Red Bank Veterinary Hospital, P.C.NJ4132013-12-31
32 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.