How many employer clients does Julia B Smith have?

Julia B Smith is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.

Who are Julia B Smith's largest employer clients?

By plan participants, the largest include Yates Services, LLC (1,913 participants), Fayette Janitorial Service, LLC. (1,094 participants) and Agup Equipment Company (263 participants).

How much does Julia B Smith earn in commissions?

Insurers reported $368 in broker commissions and $5 in fees paid to Julia B Smith for plan year 2025, per Schedule A Part 1.

Where is Julia B Smith located?

Julia B Smith is based in Bentonia, MS and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Mississippi

Julia B Smith

Bentonia, MS

Julia B Smith of Bentonia, MS is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $368 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$368

plan year 2025

Reported fees

Quick answer

Julia B Smith (Bentonia, MS) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Julia B Smith have?: Julia B Smith is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Julia B Smith's largest employer clients?: By plan participants, the largest include Yates Services, LLC (1,913 participants), Fayette Janitorial Service, LLC. (1,094 participants) and Agup Equipment Company (263 participants).
How much does Julia B Smith earn in commissions?: Insurers reported $368 in broker commissions and $5 in fees paid to Julia B Smith for plan year 2025, per Schedule A Part 1.
Where is Julia B Smith located?: Julia B Smith is based in Bentonia, MS and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Julia B Smith 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
Yates Services, LLC	TN	1,913	2025-12-31
Fayette Janitorial Service, LLC.	TN	1,094	2025-12-31
Agup Equipment Company	MS	263	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.