How many employer clients does Jonathan W Lucas have?

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

Who are Jonathan W Lucas's largest employer clients?

By plan participants, the largest include Kahn Ventures, Inc. (1,796 participants), The Sunshine House, Inc. (462 participants) and Turner Supply Company (130 participants).

How much does Jonathan W Lucas earn in commissions?

Insurers reported $1,099 in broker commissions paid to Jonathan W Lucas for plan year 2025, per Schedule A Part 1.

Where is Jonathan W Lucas located?

Jonathan W Lucas is based in Cumming, GA and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Georgia

Jonathan W Lucas

Cumming, GA

Jonathan W Lucas of Cumming, GA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $1,099 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,099

plan year 2025

Quick answer

Jonathan W Lucas (Cumming, GA) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jonathan W Lucas have?: Jonathan W Lucas is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Jonathan W Lucas's largest employer clients?: By plan participants, the largest include Kahn Ventures, Inc. (1,796 participants), The Sunshine House, Inc. (462 participants) and Turner Supply Company (130 participants).
How much does Jonathan W Lucas earn in commissions?: Insurers reported $1,099 in broker commissions paid to Jonathan W Lucas for plan year 2025, per Schedule A Part 1.
Where is Jonathan W Lucas located?: Jonathan W Lucas is based in Cumming, GA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jonathan W Lucas 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
Kahn Ventures, Inc.	GA	1,796	2025-03-31
The Sunshine House, Inc.	SC	462	2024-12-31
Turner Supply Company	AL	130	2025-12-31

1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.