How many employer clients does Jonathan Rodney Morris have?

Jonathan Rodney Morris is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 4 states.

Who are Jonathan Rodney Morris's largest employer clients?

By plan participants, the largest include Unum Group (9,176 participants), Defender Services, Inc. (226 participants) and J.T. Russell And Sons, Inc. (156 participants).

How much does Jonathan Rodney Morris earn in commissions?

Insurers reported $981 in broker commissions paid to Jonathan Rodney Morris for plan year 2025, per Schedule A Part 1.

Where is Jonathan Rodney Morris located?

Jonathan Rodney Morris is based in Fort Mill, SC and has employer clients in 4 states.

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 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 4 states, with $981 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$981

plan year 2025

Quick answer

Jonathan Rodney Morris (Fort Mill, SC) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jonathan Rodney Morris have?: Jonathan Rodney Morris is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 4 states.
Who are Jonathan Rodney Morris's largest employer clients?: By plan participants, the largest include Unum Group (9,176 participants), Defender Services, Inc. (226 participants) and J.T. Russell And Sons, Inc. (156 participants).
How much does Jonathan Rodney Morris earn in commissions?: Insurers reported $981 in broker commissions paid to Jonathan Rodney Morris for plan year 2025, per Schedule A Part 1.
Where is Jonathan Rodney Morris located?: Jonathan Rodney Morris is based in Fort Mill, SC and has employer clients in 4 states.

Source: Fundz verified event record.

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.

Employer	State	Participants	Plan year end
Unum Group	TN	9,176	2025-12-31
Defender Services, Inc.	SC	226	2025-12-31
J.T. Russell And Sons, Inc.	NC	156	2026-01-31

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 walkthrough

Know 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.

Get Strategic →Start now Book a 15-min walkthrough

Other benefits brokers in South Carolina

The Cason Group Inc: 662 employer clients, $9,378,030 reported commissions (Columbia)
The Benefit Company Inc: 195 employer clients, $3,037,007 reported commissions (Columbia)
Benefitstore Inc: 125 employer clients, $6,731,112 reported commissions (Charleston)
United Producers Group LLC: 155 employer clients, $1,130,644 reported commissions (Mount Pleasant)
Various - See Attached: 97 employer clients, $1,916,854 reported commissions (Columbia)
Various Agents-See Attached: 92 employer clients, $2,430,546 reported commissions (Columbia)
Advanced Benefit System Inc: 75 employer clients, $56,408 reported commissions (Daniel Island)
Shealy Benefits Services, Inc.: 63 employer clients, $190,504 reported commissions (Lexington)

All brokers in South Carolina →

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.