Neil M Morgan Jr
Lynchburg, VA
Neil M Morgan Jr of Lynchburg, VA is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $259 in reported broker commissions (plan year 2025).
Quick answer
Neil M Morgan Jr (Lynchburg, VA) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Neil M Morgan Jr have?
- Neil M Morgan Jr is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
- Who are Neil M Morgan Jr's largest employer clients?
- By plan participants, the largest include Cb & S Bank (693 participants), Mississippi Children'S Home Services, Inc. D/B/A Canopy Children'S Sol (525 participants) and Guaranty Bank & Trust Company (420 participants).
- How much does Neil M Morgan Jr earn in commissions?
- Insurers reported $259 in broker commissions paid to Neil M Morgan Jr for plan year 2025, per Schedule A Part 1.
- Where is Neil M Morgan Jr located?
- Neil M Morgan Jr is based in Lynchburg, VA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Neil M Morgan Jr 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 |
|---|---|---|---|
| Cb & S Bank | AL | 693 | 2026-03-31 |
| Mississippi Children'S Home Services, Inc. D/B/A Canopy Children'S Sol | MS | 525 | 2024-12-31 |
| Guaranty Bank & Trust Company | MS | 420 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Virginia
- Usi Insurance Services LLC: 5,292 employer clients, $422,436,279 reported commissions (Virginia Beach)
- James A Scott & Son Inc: 276 employer clients, $16,248,263 reported commissions (Lynchburg)
- The Baldwin Group Mid-Atlantic, LLC: 226 employer clients, $10,882,153 reported commissions (Leesburg)
- Usi Southwest Inc: 185 employer clients, $13,572,992 reported commissions (Virginia Beach)
- Armfield Harrison & Thomas: 114 employer clients, $2,485,330 reported commissions (Leesburg)
- Kibble & Prentice Holding Company: 96 employer clients, $2,457,483 reported commissions (Virginia Beach)
- Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
- Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)
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.