William Merritt Wardlaw Jr
Santa Rosa Beach, FL
William Merritt Wardlaw Jr of Santa Rosa Beach, FL is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans across 5 states, with $1,985 in reported broker commissions (plan year 2025).
Quick answer
William Merritt Wardlaw Jr (Santa Rosa Beach, FL) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does William Merritt Wardlaw Jr have?
- William Merritt Wardlaw Jr is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 5 states.
- Who are William Merritt Wardlaw Jr's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Bcd Travel Usa LLC (3,792 participants) and Lewis, Brisbois, Bisgaard & Smith, LLP (2,787 participants).
- How much does William Merritt Wardlaw Jr earn in commissions?
- Insurers reported $1,985 in broker commissions paid to William Merritt Wardlaw Jr for plan year 2025, per Schedule A Part 1.
- Where is William Merritt Wardlaw Jr located?
- William Merritt Wardlaw Jr is based in Santa Rosa Beach, FL and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming William Merritt Wardlaw Jr 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Bcd Travel Usa LLC | GA | 3,792 | 2025-12-31 |
| Lewis, Brisbois, Bisgaard & Smith, LLP | CA | 2,787 | 2025-07-31 |
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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.