Merrill Lynch Life Agency
Pennington, NJ
Merrill Lynch Life Agency of Pennington, NJ is the broker of record on 15 Form 5500 Schedule A filings covering 7 employer benefit plans across 5 states, with $21,441 in reported broker commissions (plan year 2025).
Quick answer
Merrill Lynch Life Agency (Pennington, NJ) is the broker of record for 7 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Merrill Lynch Life Agency have?
- Merrill Lynch Life Agency is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 5 states.
- Who are Merrill Lynch Life Agency's largest employer clients?
- By plan participants, the largest include Sms Transportation Services, Inc. (170 participants), Tri-Signal Integration, Inc. (163 participants) and Healthypets Inc (82 participants).
- How much does Merrill Lynch Life Agency earn in commissions?
- Insurers reported $21,441 in broker commissions and $2,407 in fees paid to Merrill Lynch Life Agency for plan year 2025, per Schedule A Part 1.
- Where is Merrill Lynch Life Agency located?
- Merrill Lynch Life Agency is based in Pennington, NJ and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Merrill Lynch Life Agency 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 |
|---|---|---|---|
| Sms Transportation Services, Inc. | CA | 170 | 2019-12-31 |
| Tri-Signal Integration, Inc. | CA | 163 | 2016-12-31 |
| Healthypets Inc | CA | 82 | 2019-12-31 |
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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.