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Benefits Intelligence/Broker Directory/South Carolina

Jonathan Rodney Morris

Fort Mill, SC

Jonathan Rodney Morris of Fort Mill, SC is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $519 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
3
Reported commissions
$519
plan year 2024

Employer clients

Plan sponsors naming Jonathan Rodney Morris 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
Unum GroupME9,4252024-12-31
Defender Services, Inc.SC3172024-12-31
J.T. Russell And Sons, Inc.NC1402025-01-31

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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.