How many employer clients does Shawneena Mercardo Overly have?

Shawneena Mercardo Overly is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Shawneena Mercardo Overly's largest employer clients?

By plan participants, the largest include American Vision Windows (225 participants).

How much does Shawneena Mercardo Overly earn in commissions?

Insurers reported $398 in broker commissions and $70 in fees paid to Shawneena Mercardo Overly for plan year 2025, per Schedule A Part 1.

Where is Shawneena Mercardo Overly located?

Shawneena Mercardo Overly is based in Fort Mill, SC.

Benefits Intelligence/Broker Directory/South Carolina

Shawneena Mercardo Overly

Fort Mill, SC

Shawneena Mercardo Overly of Fort Mill, SC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $398 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$398

plan year 2025

Reported fees

$70

Quick answer

Shawneena Mercardo Overly (Fort Mill, SC) 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 Shawneena Mercardo Overly have?: Shawneena Mercardo Overly is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Shawneena Mercardo Overly's largest employer clients?: By plan participants, the largest include American Vision Windows (225 participants).
How much does Shawneena Mercardo Overly earn in commissions?: Insurers reported $398 in broker commissions and $70 in fees paid to Shawneena Mercardo Overly for plan year 2025, per Schedule A Part 1.
Where is Shawneena Mercardo Overly located?: Shawneena Mercardo Overly is based in Fort Mill, SC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Shawneena Mercardo Overly 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
American Vision Windows	CA	225	2025-09-30

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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.