Form 5500 Search

MERTZ INSURANCE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
15
Active participants
5,677
Total plan assets
$667.3M
Filings (rows)
15
Direct comp
$111K
Indirect comp
$0
Aggregating 2 name variants under "MERTZ INSURANCE"

SERVICES PROVIDED

Broker7
Other5
Insurance3

Top plans served

All 15 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUND
KANSAS CITY CEMENT MASONS PENSION FUND
KANSAS CITY, MO
Other
NONE
803$104.8M$14K
BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUND
KANSAS CITY CEMENT MASONS PENSION FUND
INDEPENDENCE, MO
Other
NONE
509$94.6M$7K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
Broker
INSURANCE BROKER
207$60.7M$9K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
Broker
INSURANCE BROKER
194$54.2M$9K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
Broker
INSURANCE BROKER
160$46.9M$10K
PLUMBERS AND PIPEFITTERS LOCAL 551
PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN
WEST FRANKFORT, IL
Other
NONE
142$41.0M$6K
CEMENT MASONS LOCAL 518 HEALTH CARE FUND
CEMENT MASONS & PLASTERERS LOCAL 518 HEALTH CARE FUND
KANSAS CITY, MO
Other
NONE
898$40.5M$5K
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA
PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLAN
OMAHA, NE
Broker
INS AGENTS & BROKERS
282$37.5M$7K
PLUMBERS AND PIPEFITTERS LOCAL 551
PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN
WEST FRANKFORT, IL
Other
NONE
124$34.6M$5K
HEAT & FROST INSULATORS LOCAL 27
INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND
INDEPENDENCE, MO
Broker
INSURANCE BROKER
514$32.4M$6K
HEAT & FROST INSULATORS LOCAL 27
INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND
INDEPENDENCE, MO
Broker
INSURANCE BROKER
483$28.4M$6K
PLUMBERS & PIPEFITTERS UNION LOCAL NO. 178
PLUMBERS & PIPEFITTERS UNION LOCAL 178 MONEY PURCHASE PLAN
SPRINGFIELD, MO
Insurance
INSURANCE PROVIDER
322$25.0M$7K
HEAT & FROST INSULATORS LOCAL 27
INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND
INDEPENDENCE, MO
Broker
INSURANCE BROKER
442$23.8M$6K
PLUMBERS & PIPEFITTERS UNION LOCAL NO. 178
PLUMBERS & PIPEFITTERS UNION LOCAL 178 MONEY PURCHASE PLAN
SPRINGFIELD, MO
Insurance
INSURANCE PROVIDER
303$22.7M$7K
PLUMBERS & PIPEFITTERS UNION LOCAL NO. 178
PLUMBERS & PIPEFITTERS UNION LOCAL 178 MONEY PURCHASE PLAN
SPRINGFIELD, MO
Insurance
INSURANCE PROVIDER
294$20.1M$7K
MERTZ INSURANCE — Form 5500 Service Provider Profile | Form 5500 Search