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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 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $90,966 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$90,966
plan year 2024
Reported fees
$12,566

Quick answer

James A Scott Son Inc (Lynchburg, VA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

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 3 distinct plan sponsors.
Who are James A Scott Son Inc's largest employer clients?
By plan participants, the largest include Bonitz, Inc. (324 participants), Carolina Premium Beverage LLC (166 participants) and Caffey Distributing Company, Inc (142 participants).
How much does James A Scott Son Inc earn in commissions?
Insurers reported $90,966 in broker commissions and $12,566 in fees paid to James A Scott Son Inc for plan year 2024, per Schedule A Part 1.
Where is James A Scott Son Inc located?
James A Scott Son Inc is based in Lynchburg, VA.

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
Bonitz, Inc.NC3242024-12-31
Carolina Premium Beverage LLCNC1662025-04-30
Caffey Distributing Company, IncNC1422025-04-30

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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.