BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Morgan & Franz Insurance and Financ

Rancho Cucamonga, CA

Morgan & Franz Insurance and Financ collected $75,428 in commissions and fees from 3 employer health plans in plan year 2024 filings, ranking #4146 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$75,428
$75,428 commissions · $0 fees
Employer plans
3
5 contracts
Rank
#4146
top 34% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
SNS Transportation Services Inc. · California$59,809151
The Davey Tree Expert Company · Ohio$9,2255,232
Cpe HR, Inc. Grace Drulias · California$6,39426,679

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

2 plans
1 plans

How much does Morgan & Franz Insurance and Financ earn from employer health plans?

In plan year 2024 filings, employers reported paying Morgan & Franz Insurance and Financ $75,428: $75,428 in commissions and $0 in fees, across 5 insurance contracts at 3 employers. That ranks #4146 of 12,126 brokers in the public record.

What commission rate is paid on plans Morgan & Franz Insurance and Financ brokers?

Not enough fully insured medical plans name Morgan & Franz Insurance and Financ as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Morgan & Franz Insurance and Financ?

The largest reported payers in 2024 were SNS Transportation Services Inc., The Davey Tree Expert Company, Cpe HR, Inc. Grace Drulias. California is its biggest state by employer count (2 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

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