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Benefits Intelligence/Broker Directory/Georgia

John Todd Lee

Ellerslie, GA

John Todd Lee of Ellerslie, GA is the broker of record on 25 Form 5500 Schedule A filings covering 21 employer benefit plans across 7 states, with $401 in reported broker commissions (plan year 2025).

Employer clients
21
distinct plan sponsors
Schedule A filings
25
States served
7
Reported commissions
$401
plan year 2025

Employer clients

Plan sponsors naming John Todd Lee 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
UpmcPA94,3912024-12-31
Alfa Mutual Insurance CompanyAL2,7562024-12-31
Hughston Clinic/Jack Hughston Memorial HospitalGA9932024-12-31
18 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

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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.