Fundz
Fundz
Benefits Intelligence/Broker Directory/Montana

James Michael Edwards

Helena, MT

James Michael Edwards of Helena, MT is the broker of record on 5 Form 5500 Schedule A filings covering 1 employer benefit plans, with $2,386 in reported broker commissions (plan year 2014).

Employer clients
1
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$2,386
plan year 2014

Employer clients

Plan sponsors naming James Michael Edwards 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
State Bankers Association Group Benefits TrustMT1,8212014-12-31

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Montana

All brokers in Montana

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.