Neil Morgan Jr
Lynchburg, VA
Neil Morgan Jr of Lynchburg, VA is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $162 in reported broker commissions (plan year 2025).
Quick answer
Neil Morgan Jr (Lynchburg, VA) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Neil Morgan Jr have?
- Neil Morgan Jr is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Neil Morgan Jr's largest employer clients?
- By plan participants, the largest include Mississippi Children'S Home Services, Inc. D/B/A Canopy Children'S Sol (571 participants), M. A. Patout & Son Limited LLC (490 participants) and Guaranty Bank & Trust Company (448 participants).
- How much does Neil Morgan Jr earn in commissions?
- Insurers reported $162 in broker commissions paid to Neil Morgan Jr for plan year 2025, per Schedule A Part 1.
- Where is Neil Morgan Jr located?
- Neil Morgan Jr is based in Lynchburg, VA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Neil Morgan Jr 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 |
|---|---|---|---|
| Mississippi Children'S Home Services, Inc. D/B/A Canopy Children'S Sol | MS | 571 | 2025-12-31 |
| M. A. Patout & Son Limited LLC | LA | 490 | 2025-04-30 |
| Guaranty Bank & Trust Company | MS | 448 | 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.