Plan Ledger DOL Form 5500 · updated monthly

Janney Montgomery Scott LLCbenefits

Janney Montgomery Scott LLC Health and Welfare Plan · PHILADELPHIA, PA · plan year 2025

Broker compensation reported · 2025
$425,318

Janney Montgomery Scott LLC's benefits plans covered 2,358 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $425,318 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $180 per covered person, below the median for employer plans that report broker pay. Brokers were paid 3.2x the $132,999 reported for 2024.

Insurance contracts · 20258
QBE INSURANCE COMPANY · stop-losspremiums n/a · 1,696 covered
EYEMED VISION CARE · visionpremiums n/a · 1,544 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 2,358 covered
METLIFE LEGAL PLANS, INC.premiums n/a · 219 covered
QBE INSURANCE COMPANY · stop-losspremiums n/a · 1,696 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,301 covered
ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 887 covered
EYEMED VISION CARE · visionpremiums n/a · 26 covered
Brokers & agents paid · 20253
MARSH & MCLENNAN AGENCY LLC$366,609 · incl $310,035 fees
EMERSON ROGERS LLC$58,118 · incl $58,118 fees
BIRCH BENEFITS LLC$591
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 230731260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.