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Benefits Intelligence/Broker Directory/Vermont

Jonathan Barnes

Burlington, VT

Jonathan Barnes of Burlington, VT is the broker of record on 5 Form 5500 Schedule A filings covering 2 employer benefit plans, with $410 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$410
plan year 2025

Quick answer

Jonathan Barnes (Burlington, VT) is the broker of record for 2 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jonathan Barnes have?
Jonathan Barnes is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Jonathan Barnes's largest employer clients?
By plan participants, the largest include Lamoille County Mental Health Services, Inc. (179 participants) and Rock Of Ages Corporation (147 participants).
How much does Jonathan Barnes earn in commissions?
Insurers reported $410 in broker commissions paid to Jonathan Barnes for plan year 2025, per Schedule A Part 1.
Where is Jonathan Barnes located?
Jonathan Barnes is based in Burlington, VT.
How does Jonathan Barnes rank among benefits brokers in Vermont?
Jonathan Barnes ranks #10 by employer clients among the 50 most active benefits brokers based in Vermont.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jonathan Barnes 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
Lamoille County Mental Health Services, Inc.VT1792024-12-31
Rock Of Ages CorporationVT1472025-12-31

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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.