Mundell Financial Group
Morgantown, WV
Mundell Financial Group of Morgantown, WV is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $32,019 in reported broker commissions (plan year 2025).
Quick answer
Mundell Financial Group (Morgantown, WV) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Mundell Financial Group have?
- Mundell Financial Group is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Mundell Financial Group's largest employer clients?
- By plan participants, the largest include Children'S Home Society Of West Virginia, Inc. (368 participants).
- How much does Mundell Financial Group earn in commissions?
- Insurers reported $32,019 in broker commissions paid to Mundell Financial Group for plan year 2025, per Schedule A Part 1.
- Where is Mundell Financial Group located?
- Mundell Financial Group is based in Morgantown, WV.
- How does Mundell Financial Group rank among benefits brokers in West Virginia?
- Mundell Financial Group ranks #49 by employer clients among the 50 most active benefits brokers based in West Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Mundell Financial Group 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 |
|---|---|---|---|
| Children'S Home Society Of West Virginia, Inc. | WV | 368 | 2026-03-31 |
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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.