Merrill Lynch Life Agency, Inc. — 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, Inc. is reported as a service provider on 83 loaded Form 5500 filing(s) across 80 plan sponsor(s) and 81 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,875,859 and reported indirect compensation totals $40,040.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.9MDirect + indirect, across loaded filings$1,915,899
Plans served81
Plan sponsors80
Filings83
Direct vs. indirect compensation
Direct compensation$1.9M
Indirect compensation$40K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation5%Smartronix, LLC
Top state share of plans30%CA
Plan sponsors served80
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Merrill Lynch Life Agency, Inc.. Bars show relative scale.

  1. 1
    MD · 1 plan(s)
  2. 2
    NJ · 1 plan(s)
  3. 3
    CA · 1 plan(s)
  4. 4
    TN · 1 plan(s)
  5. 5
    NY · 1 plan(s)
  6. 6
    MO · 2 plan(s)
  7. 7
    HI · 1 plan(s)
  8. 8
  9. 9
    MA · 1 plan(s)
  10. 10
Geographic reach

State footprint

Where Merrill Lynch Life Agency, Inc. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA17 plan(s)
  2. 2
    GA6 plan(s)
  3. 3
    MD4 plan(s)
  4. 4
    TN4 plan(s)
  5. 5
    HI4 plan(s)
  6. 6
    OH4 plan(s)
  7. 7
    LA3 plan(s)
  8. 8
    FL3 plan(s)
  9. 9
    MO3 plan(s)
  10. 10
    IL3 plan(s)
  11. 11
    NY3 plan(s)
  12. 12
    NJ3 plan(s)
Geographic reach

City footprint

Cities where plans reporting Merrill Lynch Life Agency, Inc. are sponsored, by plan count.

  1. 1
    Atlanta, GA4 plan(s)
  2. 2
    Honolulu, HI3 plan(s)
  3. 3
    Brooklyn, NY2 plan(s)
  4. 4
    Baltimore, MD2 plan(s)
  5. 5
  6. 6
    Nashville, TN2 plan(s)
  7. 7
  8. 8
  9. 9
    Chino, CA1 plan(s)
  10. 10
    Ceres, CA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Smartronix, LLC, MD · Direct $102.2K · 2023
  2. 2
    Ferreira Construction Co., Inc., NJ · Direct $68.8K · 2023
  3. 3
    Stangenes Industries, Inc., CA · Direct $60.1K · 2023
  4. 4
    Tri Star Services, LLC, TN · Direct $48.8K · 2023
  5. 5
    Care Management, Inc, NY · Direct $48.6K · 2023
  6. 6
    Island Palm Communities, LLC, HI · Direct $46.3K · 2023
  7. 7
    Harvey & Madding, Inc. Dba Dublin Honda, CA · Direct $43.9K · 2023
  8. 8
    Hallkeen Management, Inc., MA · Direct $42.6K · 2023
  9. 9
    Buttonwillow Warehouse Company, Inc., CA · Direct $42.2K · 2023
  10. 10
    Buckles-Smith Electric Company, CA · Direct $42.1K · 2023
  11. 11
    Buckles-Smith Electric Company, CA · Direct $42.1K · 2023
  12. 12
    Assisted Home Recovery, Inc., CA · Direct $40.4K · 2023
  13. 13
    Product Development Associates, Inc., MN · Direct $36.8K · 2023
  14. 14
    Logistics Plus, PA · Direct $36K · 2023
  15. 15
    Crown Crafts, Inc., LA · Direct $35.9K · 2023
  16. 16
    Best Brands Inc., TN · Direct $34.6K · 2023
  17. 17
    Nippon Shokubai America Industries, Inc., TN · Direct $33.1K · 2023
  18. 18
    Jellyfish Online Marketing Us Ltd, MD · Direct $32.8K · 2023
  19. 19
    The Price Companies, Inc., AR · Direct $30.7K · 2023
  20. 20
    Farber Specialty Vehicles, Inc., OH · Direct $28.9K · 2023
  21. 21
    Romanoff Floor Covering, Inc., GA · Direct $28.7K · 2023
  22. 22
    Semmes, Bowen & Semmes, MD · Direct $28.6K · Indirect $17 · 2023
  23. 23
    John Mullen & Co., Inc., HI · Direct $27.2K · 2023
  24. 24
    Central California Child Dev. Services, Inc., CA · Direct $26.5K · Indirect $0 · 2023
  25. 25
    Scada Products, LLC, CO · Direct $26.2K · 2023
  26. 26
    Systems, LLC, MO · Direct $26K · 2023
  27. 27
    Rag & Bone Industries, LLC, NY · Direct $0 · Indirect $25.8K · 2023
  28. 28
    Hat Creek Construction & Materials, Inc., CA · Direct $25.6K · 2023
  29. 29
    Vickers & Nolan Enterprises, LLC, VA · Direct $25.3K · 2023
  30. 30
    Resa Power, LLC, TX · Direct $24.5K · 2023
  31. 31
    Hawaii Diagnostic Radiology Services, LLC, HI · Direct $24.4K · 2023
  32. 32
    Venterra Realty Inc. · Direct $24.1K · 2023
  33. 33
    American Workboats, Inc., HI · Direct $23.9K · 2023
  34. 34
    Continental Express, Inc., OH · Direct $22.7K · 2023
  35. 35
    Executive 1 Hc LLC, VA · Direct $22.5K · 2023
  36. 36
    Sovereign'S Engineering & Surveying Holdings, Inc. Dba Gaskins Lecraw, GA · Direct $22.3K · 2023
  37. 37
    Dave Arbogast Group, Inc., OH · Direct $22K · 2023
  38. 38
    System Resources Telecom, LLC, LA · Direct $21.6K · 2023
  39. 39
    Riverside Mfg., LLC, IN · Direct $21.3K · 2023
  40. 40
    Systems, LLC, MO · Direct $21.2K · 2023
  41. 41
    Ambiopharm, Inc., SC · Direct $21K · 2023
  42. 42
    Unisource Solutions, Inc., CA · Direct $20.5K · 2023
  43. 43
    Cabrillo Holdings, LLC, FL · Direct $20.5K · 2023
  44. 44
    Gmh Associates, Inc., PA · Direct $20.4K · 2023
  45. 45
    Cvr Associates, Inc., FL · Direct $20.1K · 2023
  46. 46
    Hatteras Press, Inc., NJ · Direct $19.8K · Indirect $0 · 2023
  47. 47
    Willowbrook Ford, Inc., IL · Direct $19.4K · 2023
  48. 48
    Universal Packaging Systems, Inc. D/B/A Paklab, CA · Direct $19K · 2023
  49. 49
    South Bay Ford, CA · Direct $18.9K · 2023
  50. 50
    Stan Boyett & Son, Inc., CA · Direct $18.7K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Merrill Lynch Life Agency, Inc.?
Public Form 5500 Schedule C filings report compensation paid to Merrill Lynch Life Agency, Inc. as a plan service provider. Across loaded filings, total reported compensation is $1,915,899.
How many plans report Merrill Lynch Life Agency, Inc. as a service provider?
Merrill Lynch Life Agency, Inc. appears on 81 loaded plan(s) across 80 sponsor(s).

Related Form 5500 pages