Drake Lehner & Morgan LLC
Burlington, NJ
Drake Lehner & Morgan LLC of Burlington, NJ is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $74,705 in reported broker commissions (plan year 2025).
Quick answer
Drake Lehner & Morgan LLC (Burlington, NJ) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Drake Lehner & Morgan LLC have?
- Drake Lehner & Morgan LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Drake Lehner & Morgan LLC's largest employer clients?
- By plan participants, the largest include Stevens & Lee Pc (429 participants).
- How much does Drake Lehner & Morgan LLC earn in commissions?
- Insurers reported $74,705 in broker commissions paid to Drake Lehner & Morgan LLC for plan year 2025, per Schedule A Part 1.
- Where is Drake Lehner & Morgan LLC located?
- Drake Lehner & Morgan LLC is based in Burlington, NJ.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Drake Lehner & Morgan LLC 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 |
|---|---|---|---|
| Stevens & Lee Pc | PA | 429 | 2025-12-31 |
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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.