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Benefits Intelligence/Broker Directory/Tennessee

The James Group, LLC

Memphis, TN

The James Group, LLC of Memphis, TN is the broker of record on 26 Form 5500 Schedule A filings covering 10 employer benefit plans across 6 states, with $2,648,608 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
26
States served
6
Reported commissions
$2,648,608
plan year 2025
Reported fees
$149,759

Employer clients

Plan sponsors naming The James Group, LLC 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Solina Us Holding Inc.IL4492025-12-31
Charlestowne Hotel Management Ii, LLCSC2582025-12-31
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.