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Benefits Intelligence/Broker Directory/Pennsylvania

Janney Montgomery Scott LLC

Philadelphia, PA

Janney Montgomery Scott LLC of Philadelphia, PA is the broker of record on 30 Form 5500 Schedule A filings covering 27 employer benefit plans across 14 states, with $737,228 in reported broker commissions (plan year 2025).

Employer clients
27
distinct plan sponsors
Schedule A filings
30
States served
14
Reported commissions
$737,228
plan year 2025
Reported fees
$3,048

Employer clients

Plan sponsors naming Janney Montgomery Scott LLC 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
Principal Life Insurance CompanyIA161,0402024-12-31
Pinnacle Treatment Centers, Inc.NJ3,2882024-12-31
Signum , LLCSC1,3252024-12-31
24 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.