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Benefits Intelligence/Broker Directory/Kentucky

Thomas A Morris And Assoc Inc

Lexington, KY

Thomas A Morris And Assoc Inc of Lexington, KY is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $602 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$602
plan year 2025

Quick answer

Thomas A Morris And Assoc Inc (Lexington, KY) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Thomas A Morris And Assoc Inc have?
Thomas A Morris And Assoc Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Thomas A Morris And Assoc Inc's largest employer clients?
By plan participants, the largest include Mountain Comprehensive Care Center, Inc (1,543 participants), Community Trust Bancorp Inc (982 participants) and Central Bancshares, Inc. (535 participants).
How much does Thomas A Morris And Assoc Inc earn in commissions?
Insurers reported $602 in broker commissions paid to Thomas A Morris And Assoc Inc for plan year 2025, per Schedule A Part 1.
Where is Thomas A Morris And Assoc Inc located?
Thomas A Morris And Assoc Inc is based in Lexington, KY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Thomas A Morris And Assoc Inc 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
Mountain Comprehensive Care Center, IncKY1,5432025-06-30
Community Trust Bancorp IncKY9822025-12-31
Central Bancshares, Inc.KY5352025-12-31

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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.