How many employer clients does Van Epps, James H have?

Van Epps, James H is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 10 states.

Who are Van Epps, James H's largest employer clients?

By plan participants, the largest include Ensign Services, Inc. (30,886 participants), Ballad Health (11,024 participants) and Holtec International (2,078 participants).

How much does Van Epps, James H earn in commissions?

Insurers reported $124,577 in broker commissions and $10,273 in fees paid to Van Epps, James H for plan year 2025, per Schedule A Part 1.

Where is Van Epps, James H located?

Van Epps, James H is based in Roswell, GA and has employer clients in 10 states.

Benefits Intelligence/Broker Directory/Georgia

Van Epps, James H

Roswell, GA

Van Epps, James H of Roswell, GA is the broker of record on 20 Form 5500 Schedule A filings covering 13 employer benefit plans across 10 states, with $124,577 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$124,577

plan year 2025

Reported fees

$10,273

Quick answer

Van Epps, James H (Roswell, GA) is the broker of record for 13 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Van Epps, James H have?: Van Epps, James H is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 10 states.
Who are Van Epps, James H's largest employer clients?: By plan participants, the largest include Ensign Services, Inc. (30,886 participants), Ballad Health (11,024 participants) and Holtec International (2,078 participants).
How much does Van Epps, James H earn in commissions?: Insurers reported $124,577 in broker commissions and $10,273 in fees paid to Van Epps, James H for plan year 2025, per Schedule A Part 1.
Where is Van Epps, James H located?: Van Epps, James H is based in Roswell, GA and has employer clients in 10 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Van Epps, James H 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
Ensign Services, Inc.	CA	30,886	2024-12-31
Ballad Health	TN	11,024	2025-06-30
Holtec International	NJ	2,078	2026-02-28

10 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.