Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Shawn Morrison LLC

Fort White, FL

Shawn Morrison LLC of Fort White, FL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $1,645 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$1,645
plan year 2024
Reported fees
$161

Quick answer

Shawn Morrison LLC (Fort White, 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 Shawn Morrison LLC have?
Shawn Morrison LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Shawn Morrison LLC's largest employer clients?
By plan participants, the largest include Arthrex, Inc (6,795 participants), American Leak Detection, Inc. (261 participants) and Butcher Transportation Service Inc (4 participants).
How much does Shawn Morrison LLC earn in commissions?
Insurers reported $1,645 in broker commissions and $161 in fees paid to Shawn Morrison LLC for plan year 2024, per Schedule A Part 1.
Where is Shawn Morrison LLC located?
Shawn Morrison LLC is based in Fort White, FL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Shawn Morrison LLC 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
Arthrex, IncFL6,7952024-12-31
American Leak Detection, Inc.CT2612025-06-30
Butcher Transportation Service IncFL42024-12-31

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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.