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Benefits Intelligence/Broker Directory/Georgia

James Van Epps

Roswell, GA

James Van Epps of Roswell, GA is the broker of record on 12 Form 5500 Schedule A filings covering 10 employer benefit plans across 6 states, with $61,418 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
12
States served
6
Reported commissions
$61,418
plan year 2025
Reported fees
$2,880

Quick answer

James Van Epps (Roswell, GA) is the broker of record for 10 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does James Van Epps have?
James Van Epps is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 6 states.
Who are James Van Epps's largest employer clients?
By plan participants, the largest include Frontier Airlines, Inc. (8,161 participants), Carson Tahoe Health System (1,815 participants) and Ciri Development Corporation (1,526 participants).
How much does James Van Epps earn in commissions?
Insurers reported $61,418 in broker commissions and $2,880 in fees paid to James Van Epps for plan year 2025, per Schedule A Part 1.
Where is James Van Epps located?
James Van Epps is based in Roswell, GA and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James Van Epps 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
Frontier Airlines, Inc.CO8,1612025-12-31
Carson Tahoe Health SystemNV1,8152024-12-31
Ciri Development CorporationID1,5262024-12-31
7 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.