James M. Morrison Insurance Service
Carlsbad, CA
James M. Morrison Insurance Service of Carlsbad, CA is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $968,773 in reported broker commissions (plan year 2025).
Quick answer
James M. Morrison Insurance Service (Carlsbad, CA) is the broker of record for 6 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James M. Morrison Insurance Service have?
- James M. Morrison Insurance Service is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 3 states.
- Who are James M. Morrison Insurance Service's largest employer clients?
- By plan participants, the largest include Baker Electric, Inc. (303 participants), Md7, LLC (196 participants) and Small Business Chamber Of Commerce Hawaii (168 participants).
- How much does James M. Morrison Insurance Service earn in commissions?
- Insurers reported $968,773 in broker commissions and $51,098 in fees paid to James M. Morrison Insurance Service for plan year 2025, per Schedule A Part 1.
- Where is James M. Morrison Insurance Service located?
- James M. Morrison Insurance Service is based in Carlsbad, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James M. Morrison Insurance Service 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 |
|---|---|---|---|
| Baker Electric, Inc. | CA | 303 | 2025-12-31 |
| Md7, LLC | TX | 196 | 2025-12-31 |
| Small Business Chamber Of Commerce Hawaii | HI | 168 | 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.