James M Smith
Jamestown, NY
James M Smith of Jamestown, NY is the broker of record on 5 Form 5500 Schedule A filings covering 2 employer benefit plans, with $16,793 in reported broker commissions (plan year 2025).
Quick answer
James M Smith (Jamestown, NY) is the broker of record for 2 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James M Smith have?
- James M Smith is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are James M Smith's largest employer clients?
- By plan participants, the largest include Shults Management Group Inc (144 participants) and Chautauqua Institution (128 participants).
- How much does James M Smith earn in commissions?
- Insurers reported $16,793 in broker commissions paid to James M Smith for plan year 2025, per Schedule A Part 1.
- Where is James M Smith located?
- James M Smith is based in Jamestown, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James M Smith 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 |
|---|---|---|---|
| Shults Management Group Inc | NY | 144 | 2025-12-31 |
| Chautauqua Institution | NY | 128 | 2020-12-31 |
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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.