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Benefits Intelligence/Broker Directory/North Carolina

James A Scott & Son, Inc. Dba Scott

Charlotte, NC

James A Scott & Son, Inc. Dba Scott of Charlotte, NC is the broker of record on 8 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $72,053 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
8
States served
3
Reported commissions
$72,053
plan year 2025
Reported fees
$19,003

Quick answer

James A Scott & Son, Inc. Dba Scott (Charlotte, NC) is the broker of record for 8 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does James A Scott & Son, Inc. Dba Scott have?
James A Scott & Son, Inc. Dba Scott is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are James A Scott & Son, Inc. Dba Scott's largest employer clients?
By plan participants, the largest include Aeroflow, Inc. (819 participants), Dodson Brothers Exterminating Company, Inc. (630 participants) and Well Care Health, LLC (454 participants).
How much does James A Scott & Son, Inc. Dba Scott earn in commissions?
Insurers reported $72,053 in broker commissions and $19,003 in fees paid to James A Scott & Son, Inc. Dba Scott for plan year 2025, per Schedule A Part 1.
Where is James A Scott & Son, Inc. Dba Scott located?
James A Scott & Son, Inc. Dba Scott is based in Charlotte, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James A Scott & Son, Inc. Dba Scott 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
Aeroflow, Inc.NC8192025-05-31
Dodson Brothers Exterminating Company, Inc.VA6302024-12-31
Well Care Health, LLCNC4542025-12-31
5 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.