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Benefits Intelligence/Broker Directory/Indiana

David Long

Newburgh, IN

David Long of Newburgh, IN is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $8,358 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$8,358
plan year 2025

Quick answer

David Long (Newburgh, IN) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Long have?
David Long is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are David Long's largest employer clients?
By plan participants, the largest include Williams Bros. Health Care Pharmacy (627 participants) and Gli Finance, Insurance And Real Estate Sub-Association, Ltd.
How much does David Long earn in commissions?
Insurers reported $8,358 in broker commissions paid to David Long for plan year 2025, per Schedule A Part 1.
Where is David Long located?
David Long is based in Newburgh, IN and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Long 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
Williams Bros. Health Care PharmacyIN6272025-12-31
Gli Finance, Insurance And Real Estate Sub-Association, LtdKY02024-12-31

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Other benefits brokers in Indiana

  • Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
  • Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
  • Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
  • Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
  • First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
  • Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
  • Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
  • Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)

All brokers in Indiana →

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.