Fundz
Fundz
Benefits Intelligence/Broker Directory/Virginia

James A Scott & Son Inc

Lynchburg, VA

James A Scott & Son Inc of Lynchburg, VA is the broker of record on 437 Form 5500 Schedule A filings covering 276 employer benefit plans across 18 states, with $16,249,038 in reported broker commissions (plan year 2025).

Employer clients
276
distinct plan sponsors
Schedule A filings
437
States served
18
Reported commissions
$16,249,038
plan year 2025
Reported fees
$2,561,799

Quick answer

James A Scott & Son Inc (Lynchburg, VA) is the broker of record for 276 employer benefit plan sponsors on 437 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does James A Scott & Son Inc have?
James A Scott & Son Inc is named as broker on Form 5500 Schedule A filings for 276 distinct plan sponsors in 18 states.
Who are James A Scott & Son Inc's largest employer clients?
By plan participants, the largest include Centra Health, Inc. (6,527 participants), Metalsa Structural Products, Inc. (3,089 participants) and Lewis, Brisbois, Bisgaard & Smith, LLP (2,787 participants).
How much does James A Scott & Son Inc earn in commissions?
Insurers reported $16.2 million in broker commissions and $2.6 million in fees paid to James A Scott & Son Inc for plan year 2025, per Schedule A Part 1.
Where is James A Scott & Son Inc located?
James A Scott & Son Inc is based in Lynchburg, VA and has employer clients in 18 states.
How does James A Scott & Son Inc rank among benefits brokers in Virginia?
James A Scott & Son Inc ranks #2 by employer clients among the 50 most active benefits brokers based in Virginia.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James A Scott & Son Inc 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
Centra Health, Inc.VA6,5272025-12-31
Metalsa Structural Products, Inc.VA3,0892025-12-31
Lewis, Brisbois, Bisgaard & Smith, LLPCA2,7872025-07-31
273 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.