Mertz Insurance Group — 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, Mertz Insurance Group is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $41,305 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$41,305
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$41,305
Filings
5
Plan sponsors
4
Plans
5
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

Plan sponsors reporting the most compensation to Mertz Insurance Group
SponsorStatePlansReported compensation
Insulators Local No 27MO2$15,009
Board Of Trustees Of Kansas City Cement Masons Pension FundMO1$13,579
Board Of Trustees Plumbers Local Union No. 16 Defined Contribution PlaNE1$7,259
Cement Masons Local 518 Health Care FundMO1$5,458

State footprint

Plans reporting Mertz Insurance Group are sponsored in MO (4), NE (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Of Kansas City Cement Masons Pension FundKansas City Cement Masons Pension Fund2023$13,579not reported in the loaded dataset
Insulators Local No 27Insulators Local No. 27 Pension Plan2023$9,270not reported in the loaded dataset
Board Of Trustees Plumbers Local Union No. 16 Defined Contribution PlaPlumbers Local Union No. 16 Defined Contribution Plan2023$7,259not reported in the loaded dataset
Heat & Frost Insulators Local 27Insulators Local No 27 Supplemental Pension Fund2023$5,739not reported in the loaded dataset
Cement Masons Local 518 Health Care FundCement Masons & Plasterers Local 518 Health Care Fund2023$5,458not reported in the loaded dataset

Related Form 5500 pages