Sherrill D. Morgan & Associates
Covington, KY
Sherrill D. Morgan & Associates of Covington, KY is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $258,997 in reported broker commissions (plan year 2024).
Quick answer
Sherrill D. Morgan & Associates (Covington, KY) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Sherrill D. Morgan & Associates have?
- Sherrill D. Morgan & Associates is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Sherrill D. Morgan & Associates's largest employer clients?
- By plan participants, the largest include Meyer Tool, Inc. (1,224 participants) and Beech Acres Parenting Center (300 participants).
- How much does Sherrill D. Morgan & Associates earn in commissions?
- Insurers reported $258,997 in broker commissions and $2,176 in fees paid to Sherrill D. Morgan & Associates for plan year 2024, per Schedule A Part 1.
- Where is Sherrill D. Morgan & Associates located?
- Sherrill D. Morgan & Associates is based in Covington, KY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Sherrill D. Morgan & Associates 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 |
|---|---|---|---|
| Meyer Tool, Inc. | OH | 1,224 | 2024-12-31 |
| Beech Acres Parenting Center | OH | 300 | 2024-12-31 |
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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.