How many employer clients does James J Phares have?

James J Phares is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 4 states.

Who are James J Phares's largest employer clients?

By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Motley Rice LLC (340 participants) and The Loomis Company (249 participants).

How much does James J Phares earn in commissions?

Insurers reported $10,863 in broker commissions and $2,855 in fees paid to James J Phares for plan year 2025, per Schedule A Part 1.

Where is James J Phares located?

James J Phares is based in Summerville, SC and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/South Carolina

James J Phares

Summerville, SC

James J Phares of Summerville, SC is the broker of record on 13 Form 5500 Schedule A filings covering 8 employer benefit plans across 4 states, with $10,863 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$10,863

plan year 2025

Reported fees

$2,855

Quick answer

James J Phares (Summerville, SC) is the broker of record for 8 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does James J Phares have?: James J Phares is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 4 states.
Who are James J Phares's largest employer clients?: By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Motley Rice LLC (340 participants) and The Loomis Company (249 participants).
How much does James J Phares earn in commissions?: Insurers reported $10,863 in broker commissions and $2,855 in fees paid to James J Phares for plan year 2025, per Schedule A Part 1.
Where is James J Phares located?: James J Phares is based in Summerville, SC and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James J Phares 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
W. G. Yates & Sons Construction Company & Affiliated Companies	MS	1,309	2025-12-31
Motley Rice LLC	SC	340	2025-12-31
The Loomis Company	PA	249	2025-02-28

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.