Morris & Garritano Ins Agency, Inc.
San Luis Obispo, CA
Morris & Garritano Ins Agency, Inc. of San Luis Obispo, CA is the broker of record on 18 Form 5500 Schedule A filings covering 17 employer benefit plans across 3 states, with $698,625 in reported broker commissions (plan year 2025).
Quick answer
Morris & Garritano Ins Agency, Inc. (San Luis Obispo, CA) is the broker of record for 17 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morris & Garritano Ins Agency, Inc. have?
- Morris & Garritano Ins Agency, Inc. is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 3 states.
- Who are Morris & Garritano Ins Agency, Inc.'s largest employer clients?
- By plan participants, the largest include Merit Logistics, LLC (334 participants), Ernie Ball, Inc. (322 participants) and Firestone Walker Inc (317 participants).
- How much does Morris & Garritano Ins Agency, Inc. earn in commissions?
- Insurers reported $698,625 in broker commissions and $119,393 in fees paid to Morris & Garritano Ins Agency, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Morris & Garritano Ins Agency, Inc. located?
- Morris & Garritano Ins Agency, Inc. is based in San Luis Obispo, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Morris & Garritano Ins Agency, Inc. 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 |
|---|---|---|---|
| Merit Logistics, LLC | FL | 334 | 2022-06-30 |
| Ernie Ball, Inc. | CA | 322 | 2025-12-31 |
| Firestone Walker Inc | CA | 317 | 2025-08-31 |
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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.