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Benefits Intelligence/Broker Directory/Mississippi

Lundy Reid Gunn

Oxford, MS

Lundy Reid Gunn of Oxford, MS is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $5,340 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$5,340
plan year 2025

Quick answer

Lundy Reid Gunn (Oxford, MS) 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 Lundy Reid Gunn have?
Lundy Reid Gunn is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Lundy Reid Gunn's largest employer clients?
By plan participants, the largest include Roberts Company, Inc. (183 participants).
How much does Lundy Reid Gunn earn in commissions?
Insurers reported $5,340 in broker commissions paid to Lundy Reid Gunn for plan year 2025, per Schedule A Part 1.
Where is Lundy Reid Gunn located?
Lundy Reid Gunn is based in Oxford, MS.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lundy Reid Gunn 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
Roberts Company, Inc.MS1832025-12-31

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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.