William James Monson
Phoenix, AZ
William James Monson of Phoenix, AZ is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $195 in reported broker commissions (plan year 2025).
Quick answer
William James Monson (Phoenix, AZ) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does William James Monson have?
- William James Monson is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are William James Monson's largest employer clients?
- By plan participants, the largest include Hawkeye Electric Inc. (315 participants) and Caretaker Landscape And Tree Management (303 participants).
- How much does William James Monson earn in commissions?
- Insurers reported $195 in broker commissions and $3 in fees paid to William James Monson for plan year 2025, per Schedule A Part 1.
- Where is William James Monson located?
- William James Monson is based in Phoenix, AZ.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming William James Monson 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 |
|---|---|---|---|
| Hawkeye Electric Inc. | AZ | 315 | 2025-12-31 |
| Caretaker Landscape And Tree Management | AZ | 303 | 2025-04-30 |
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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.