James Bartlett LLC
Lancaster, PA
James Bartlett LLC of Lancaster, PA is the broker of record on 19 Form 5500 Schedule A filings covering 16 employer benefit plans across 6 states, with $2,415 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming James Bartlett LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Aw Holdings, LLC | IN | 2,269 | 2024-12-31 |
| The Goodman Group, Inc. | MN | 1,118 | 2024-12-31 |
| Perfect 85 Degree C, Inc. | CA | 430 | 2024-12-31 |
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.
Other benefits 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.