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Benefits Intelligence/Broker Directory

Skelton-Morris Assocs

Skelton-Morris Assocs is the broker of record on 8 Form 5500 Schedule A filings covering 1 employer benefit plans, with $281,103 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$281,103
plan year 2024
Reported fees
$1,500

Quick answer

Skelton-Morris Assocs is the broker of record for 1 employer benefit plan sponsor on 8 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Skelton-Morris Assocs have?
Skelton-Morris Assocs is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Skelton-Morris Assocs's largest employer clients?
By plan participants, the largest include Ritz Instrument Transformers, Inc. (179 participants).
How much does Skelton-Morris Assocs earn in commissions?
Insurers reported $281,103 in broker commissions and $1,500 in fees paid to Skelton-Morris Assocs for plan year 2024, per Schedule A Part 1.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Skelton-Morris Assocs 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
Ritz Instrument Transformers, Inc.GA1792022-03-31

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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.