Merrill Lynch Life Agency — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Merrill Lynch Life Agency is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $114,253 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $114,253
- Reported indirect compensation
- $0
- Total reported compensation
- $114,253
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Jaynes, Reitmeier, Boyd & Therrell, P.C. | TX | 1 | $42,188 |
| Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan | KY | 1 | $35,045 |
| The Napoli Group, LLC | NH | 1 | $10,582 |
| Clive Daniel Home Holdings, LLC | FL | 1 | $9,566 |
| Fresno M, LLC | CA | 1 | $7,418 |
| Recreation World, Inc. | FL | 1 | $6,319 |
| Legacy Senior Living, LLC | TN | 1 | $3,135 |
State footprint
Plans reporting Merrill Lynch Life Agency are sponsored in FL (2), CA (1), KY (1), NH (1), TN (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Jaynes, Reitmeier, Boyd & Therrell, P.C. | Jrbt 401(K) Plan | 2023 | $42,188 | not reported in the loaded dataset |
| Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan | Plumbers & Steamfitters Local 577 Annuity Plan | 2023 | $35,045 | not reported in the loaded dataset |
| The Napoli Group, LLC | The Napoli Group, LLC 401(K) Plan | 2023 | $10,582 | $0 |
| Clive Daniel Home Holdings, LLC | Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $9,566 | not reported in the loaded dataset |
| Fresno M, LLC | Fresno M, LLC 401(K) Plan | 2023 | $7,418 | not reported in the loaded dataset |
| Recreation World, Inc. | Recreation World, Inc. 401(K) Plan And Trust | 2023 | $6,319 | not reported in the loaded dataset |
| Legacy Senior Living, LLC | Legacy Senior Living, LLC 401(K) Plan | 2023 | $3,135 | not reported in the loaded dataset |
Related Form 5500 pages
- Jrbt 401(K) Plan (plan 001)
- Jaynes, Reitmeier, Boyd & Therrell, P.C. — all reported plans
- Plumbers & Steamfitters Local 577 Annuity Plan (plan 002)
- Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan — all reported plans
- The Napoli Group, LLC 401(K) Plan (plan 001)
- The Napoli Group, LLC — all reported plans
- Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Clive Daniel Home Holdings, LLC — all reported plans
- Fresno M, LLC 401(K) Plan (plan 001)
- Fresno M, LLC — all reported plans
- Recreation World, Inc. 401(K) Plan And Trust (plan 002)
- Recreation World, Inc. — all reported plans
- Legacy Senior Living, LLC 401(K) Plan (plan 001)
- Legacy Senior Living, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources