Morgan Planning Group LLC
Burnsville, MN
Morgan Planning Group LLC of Burnsville, MN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $104,455 in reported broker commissions (plan year 2025).
Quick answer
Morgan Planning Group LLC (Burnsville, MN) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Planning Group LLC have?
- Morgan Planning Group LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Morgan Planning Group LLC's largest employer clients?
- By plan participants, the largest include Road Machinery And Supplies Co (359 participants).
- How much does Morgan Planning Group LLC earn in commissions?
- Insurers reported $104,455 in broker commissions and $170,320 in fees paid to Morgan Planning Group LLC for plan year 2025, per Schedule A Part 1.
- Where is Morgan Planning Group LLC located?
- Morgan Planning Group LLC is based in Burnsville, MN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Morgan Planning Group LLC 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 |
|---|---|---|---|
| Road Machinery And Supplies Co | MN | 359 | 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.