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Benefits Intelligence/Broker Directory/New York

Sherri Morgan

Ransomville, NY

Sherri Morgan of Ransomville, NY is the broker of record on 22 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $5,407 in reported broker commissions (plan year 2019).

Employer clients
4
distinct plan sponsors
Schedule A filings
22
States served
2
Reported commissions
$5,407
plan year 2019
Reported fees
$121

Employer clients

Plan sponsors naming Sherri Morgan 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
All Metro Payroll Services CorporationNY2082017-12-31
Apple Rubber Products, Inc.NY1232013-12-31
Costanzo'S Bakery, Inc.NY1102017-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know 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.

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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.