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Benefits Intelligence/Broker Directory/Illinois

William Morris

Rockford, IL

William Morris of Rockford, IL is the broker of record on 43 Form 5500 Schedule A filings covering 19 employer benefit plans across 12 states, with $59,754 in reported broker commissions (plan year 2018).

Employer clients
19
distinct plan sponsors
Schedule A filings
43
States served
12
Reported commissions
$59,754
plan year 2018
Reported fees
$5,579

Employer clients

Plan sponsors naming William Morris 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
Coadvantage Resources IncFL18,1032015-09-30
Mv Transportation, Inc.CA4,6382010-12-31
Progressive Logistics Services, LLCGA2,9602011-08-31
16 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.

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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.