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Benefits Intelligence/Broker Directory/Mississippi

Thomas G Montgomery

Hattiesburg, MS

Thomas G Montgomery of Hattiesburg, MS is the broker of record on 9 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $238,978 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
9
States served
2
Reported commissions
$238,978
plan year 2025

Quick answer

Thomas G Montgomery (Hattiesburg, MS) is the broker of record for 5 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Thomas G Montgomery have?
Thomas G Montgomery is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Thomas G Montgomery's largest employer clients?
By plan participants, the largest include Parish Tractor Company LLC (219 participants), Indevco North America (211 participants) and Jeff Martin Auctioneers Inc. (175 participants).
How much does Thomas G Montgomery earn in commissions?
Insurers reported $238,978 in broker commissions paid to Thomas G Montgomery for plan year 2025, per Schedule A Part 1.
Where is Thomas G Montgomery located?
Thomas G Montgomery is based in Hattiesburg, MS and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Thomas G Montgomery 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
Parish Tractor Company LLCMS2192025-12-31
Indevco North AmericaVA2112025-12-31
Jeff Martin Auctioneers Inc.MS1752024-12-31
2 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.