James Bartlett LLC
Lancaster, PA
James Bartlett LLC of Lancaster, PA is the broker of record on 24 Form 5500 Schedule A filings covering 19 employer benefit plans across 7 states, with $2,814 in reported broker commissions (plan year 2025).
Quick answer
James Bartlett LLC (Lancaster, PA) is the broker of record for 19 employer benefit plan sponsors on 24 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James Bartlett LLC have?
- James Bartlett LLC is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 7 states.
- Who are James Bartlett LLC's largest employer clients?
- By plan participants, the largest include Aw Holdings, LLC (2,269 participants), The Goodman Group, Inc. (1,118 participants) and Perfect 85 Degree C, Inc. (430 participants).
- How much does James Bartlett LLC earn in commissions?
- Insurers reported $2,814 in broker commissions and $50 in fees paid to James Bartlett LLC for plan year 2025, per Schedule A Part 1.
- Where is James Bartlett LLC located?
- James Bartlett LLC is based in Lancaster, PA and has employer clients in 7 states.
Source: Fundz verified event record.
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 |
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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.