John Todd Lee
Ellerslie, GA
John Todd Lee of Ellerslie, GA is the broker of record on 31 Form 5500 Schedule A filings covering 22 employer benefit plans across 7 states, with $520 in reported broker commissions (plan year 2025).
Quick answer
John Todd Lee (Ellerslie, GA) is the broker of record for 22 employer benefit plan sponsors on 31 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does John Todd Lee have?
- John Todd Lee is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 7 states.
- Who are John Todd Lee's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Alfa Mutual Insurance Company (2,756 participants) and Employee Liability Management, Inc. (2,190 participants).
- How much does John Todd Lee earn in commissions?
- Insurers reported $520 in broker commissions paid to John Todd Lee for plan year 2025, per Schedule A Part 1.
- Where is John Todd Lee located?
- John Todd Lee is based in Ellerslie, GA and has employer clients in 7 states.
- How does John Todd Lee rank among benefits brokers in Georgia?
- John Todd Lee ranks #39 by employer clients among the 50 most active benefits brokers based in Georgia.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Alfa Mutual Insurance Company | AL | 2,756 | 2024-12-31 |
| Employee Liability Management, Inc. | AL | 2,190 | 2025-12-31 |
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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.