Janney Montgomery Scott LLC
Philadelphia, PA
Janney Montgomery Scott LLC of Philadelphia, PA is the broker of record on 50 Form 5500 Schedule A filings covering 28 employer benefit plans across 15 states, with $1,368,838 in reported broker commissions (plan year 2025).
Quick answer
Janney Montgomery Scott LLC (Philadelphia, PA) is the broker of record for 28 employer benefit plan sponsors on 50 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Janney Montgomery Scott LLC have?
- Janney Montgomery Scott LLC is named as broker on Form 5500 Schedule A filings for 28 distinct plan sponsors in 15 states.
- Who are Janney Montgomery Scott LLC's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Pinnacle Treatment Centers, Inc. (3,108 participants).
- How much does Janney Montgomery Scott LLC earn in commissions?
- Insurers reported $1.4 million in broker commissions and $3,048 in fees paid to Janney Montgomery Scott LLC for plan year 2025, per Schedule A Part 1.
- Where is Janney Montgomery Scott LLC located?
- Janney Montgomery Scott LLC is based in Philadelphia, PA and has employer clients in 15 states.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Pinnacle Treatment Centers, Inc. | NJ | 3,108 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Pennsylvania
- Marsh & Mclennan Agency LLC: 5,997 employer clients, $599,135,960 reported commissions (Conshohocken)
- Emerson Rogers LLC: 1,804 employer clients, $32,536,623 reported commissions (Blue Bell)
- Patriot Growth Insurance Services: 373 employer clients, $17,044,527 reported commissions (Fort Washington)
- Adp, Inc.: 249 employer clients, $28,710 reported commissions (Philadelphia)
- Gi George Parent Lp: 232 employer clients, $333,057 reported commissions (Fort Washington)
- Onedigital Premier Services LLC: 206 employer clients, $1,207,211 reported commissions (Berwyn)
- Ascensus Holdings, Inc.: 168 employer clients, $417,985 reported commissions (Dresher)
- Nfp Corporate Services (Pa) Inc: 156 employer clients, $11,360,708 reported commissions (Warrington)
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.