Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

J Smith Lanier & Co. A Marsh & Mcle

Conshohocken, PA

J Smith Lanier & Co. A Marsh & Mcle of Conshohocken, PA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $134,568 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$134,568
plan year 2025
Reported fees
$42

Employer clients

Plan sponsors naming J Smith Lanier & Co. A Marsh & Mcle 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
Thermon, Inc.TX5592025-12-31
Cbl & Associates Management, Inc.TN4042025-12-31
Cbl & Associates Management, Inc.TN3932024-12-31

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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Pennsylvania

All brokers in Pennsylvania

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.