JAMES A SCOTT & SON INCbroker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024

$8.4M

JAMES A SCOTT & SON INC was paid $8,413,758 in commissions and fees across 210 employer benefit plans in 2024, as reported on Schedule A ($1,255,510 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 44 client planslost 43
won Frank Chervan, Inc.
won Bridgewater Home, Inc.
won The Bobbitt Group, Inc.
won Froehling & Robertson Inc.
won Consumer Link, Inc.
won York Properties, Inc. of Raleigh
lost Empire Bakery Commissary, LLC
lost Class Technologies, Inc
lost Attainx, Inc.
lost Sbm Life Science Inc.
lost McO Transport, Inc.
lost Hilco Transport, Inc.
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024210
Carolina Day School NC$1,247
Saati Americas Corporation SC$1,101
Lewis, Brisbois, Bisgaard & Smith, LLP CA$853
The Select Group NC$785
Kaplan Early Learning Company NC$755
Cv International, Inc. VA$699
Cv International, Inc. VA$462
Maranz, Inc. NC$317
Tidewater Physicians Multispecialty Group, P.C. VA$177
Mars Hill University NC$150

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the JAMES A SCOTT & SON INC brand.