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Benefits Intelligence/Broker Directory/Florida

Samuel R. Morris Jr.

Jacksonville, FL

Samuel R. Morris Jr. of Jacksonville, FL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $5,239 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$5,239
plan year 2024

Quick answer

Samuel R. Morris Jr. (Jacksonville, FL) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Samuel R. Morris Jr. have?
Samuel R. Morris Jr. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Samuel R. Morris Jr.'s largest employer clients?
By plan participants, the largest include Amalie Oil Company (675 participants), Mahaffey Apartment Company (401 participants) and Shoe Palace Corporation (202 participants).
How much does Samuel R. Morris Jr. earn in commissions?
Insurers reported $5,239 in broker commissions paid to Samuel R. Morris Jr. for plan year 2024, per Schedule A Part 1.
Where is Samuel R. Morris Jr. located?
Samuel R. Morris Jr. is based in Jacksonville, FL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Samuel R. Morris Jr. 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
Amalie Oil CompanyFL6752025-03-31
Mahaffey Apartment CompanyFL4012025-04-30
Shoe Palace CorporationCA2022024-12-31

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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.