How many employer clients does Shawneena Mercado Overly have?

Shawneena Mercado Overly is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 7 states.

Who are Shawneena Mercado Overly's largest employer clients?

By plan participants, the largest include Toyota Of Escondido (436 participants), B&B Holding Enterprises Inc. (290 participants) and Champion, Inc (265 participants).

How much does Shawneena Mercado Overly earn in commissions?

Insurers reported $1,585 in broker commissions and $218 in fees paid to Shawneena Mercado Overly for plan year 2025, per Schedule A Part 1.

Where is Shawneena Mercado Overly located?

Shawneena Mercado Overly is based in Fort Mill, SC and has employer clients in 7 states.

Benefits Intelligence/Broker Directory/South Carolina

Shawneena Mercado Overly

Fort Mill, SC

Shawneena Mercado Overly of Fort Mill, SC is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 7 states, with $1,585 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,585

plan year 2025

Reported fees

$218

Quick answer

Shawneena Mercado Overly (Fort Mill, SC) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Shawneena Mercado Overly have?: Shawneena Mercado Overly is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 7 states.
Who are Shawneena Mercado Overly's largest employer clients?: By plan participants, the largest include Toyota Of Escondido (436 participants), B&B Holding Enterprises Inc. (290 participants) and Champion, Inc (265 participants).
How much does Shawneena Mercado Overly earn in commissions?: Insurers reported $1,585 in broker commissions and $218 in fees paid to Shawneena Mercado Overly for plan year 2025, per Schedule A Part 1.
Where is Shawneena Mercado Overly located?: Shawneena Mercado Overly is based in Fort Mill, SC and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Shawneena Mercado Overly 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
Toyota Of Escondido	CA	436	2024-12-31
B&B Holding Enterprises Inc.	FL	290	2024-12-31
Champion, Inc	MI	265	2025-12-31

6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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United Producers Group LLC: 155 employer clients, $1,130,644 reported commissions (Mount Pleasant)
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Advanced Benefit System Inc: 75 employer clients, $56,408 reported commissions (Daniel Island)
Shealy Benefits Services, Inc.: 63 employer clients, $190,504 reported commissions (Lexington)

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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.