Fundz
Fundz
Benefits Intelligence/Broker Directory/Arizona

The M.W. Bagnall Company

Phoenix, AZ

The M.W. Bagnall Company of Phoenix, AZ is the broker of record on 10 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $199,595 in reported broker commissions (plan year 2016).

Employer clients
5
distinct plan sponsors
Schedule A filings
10
States served
3
Reported commissions
$199,595
plan year 2016
Reported fees
$8,024

Employer clients

Plan sponsors naming The M.W. Bagnall Company 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
Morrison, Ekre & Bart Management Services, Inc.AZ3992011-12-31
Integrated Medical ServicesAZ3922017-06-30
Rodeo Creek Gold, Inc.NV2812012-05-31
2 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.

Get Strategic →Start now

Other benefits brokers in Arizona

All brokers in Arizona

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.