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Benefits Intelligence/Broker Directory/Virginia

Cody Lee Morris

Scottsville, VA

Cody Lee Morris of Scottsville, VA is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $10 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$10
plan year 2024

Quick answer

Cody Lee Morris (Scottsville, VA) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Cody Lee Morris have?
Cody Lee Morris is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Cody Lee Morris's largest employer clients?
By plan participants, the largest include First Bank And Trust Company (166 participants).
How much does Cody Lee Morris earn in commissions?
Insurers reported $10 in broker commissions paid to Cody Lee Morris for plan year 2024, per Schedule A Part 1.
Where is Cody Lee Morris located?
Cody Lee Morris is based in Scottsville, VA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cody Lee 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
First Bank And Trust CompanyVA1662024-12-31

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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.