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Benefits Intelligence/Broker Directory/Arizona

Edward D Jones Co

Tempe, AZ

Edward D Jones Co of Tempe, AZ is the broker of record on 262 Form 5500 Schedule A filings covering 149 employer benefit plans across 39 states, with $1,028,839 in reported broker commissions (plan year 2019).

Employer clients
149
distinct plan sponsors
Schedule A filings
262
States served
39
Reported commissions
$1,028,839
plan year 2019
Reported fees
$78,014

Employer clients

Plan sponsors naming Edward D Jones Co on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Mep Sponsor, Inc.NV1,1752013-12-31
Roskamp Arizona Management & DevelopmentAZ4032011-12-31
Bottom Line Services, LLCTX3342012-12-31
146 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.