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Benefits broker of record · CHARLOTTE, NC

JAMES A SCOTT AND SON, INC.

JAMES A SCOTT AND SON, INC. of CHARLOTTE, NC is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$100k–1M
States
NC

Book profile

JAMES A SCOTT AND SON, INC. brokers 8 insured contracts for 4 employers covering 2,018 people, across 3 states, led by DC, NC, AZ.

Life is the largest line (3 contracts), followed by disability (3), vision (1).

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (3, about 38%); COMMUNITY EYE CARE, LLC, SUNLIFE ASSURANCE COMPANY OF CANADA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; July is the busiest month at 38% of contracts.

Carriers in the book
Employer states
Lines of coverage

life 3 · disability 3 · vision 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
GRAYSTONE OPHTHALMOLOGY ASSOCIATESHICKORY, NCSUNLIFE ASSURANCE COMPANY OF CANADAOctober
CAVA GROUP, INC.WASHINGTON, DCUNUM LIFE INSURANCE COMPANY OF AMERICAJuly
BROOKLYN BEDDING LLCGLENDALE, AZTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
CAVA GROUP, INC.WASHINGTON, DCUNUM LIFE INSURANCE COMPANY OF AMERICAJuly
CAVA GROUP, INC.WASHINGTON, DCUNUM LIFE INSURANCE COMPANY OF AMERICAJuly
Subscriber access
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A