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Benefits broker of record · RALEIGH, NC

JAMES A. SCOTT & SON, INC.

JAMES A. SCOTT & SON, INC. of RALEIGH, NC is named as the broker of record on 51 insurance contracts in public Form 5500 Schedule A filings.

One of 9 offices of JAMES A SCOTT & SON INC.

Contracts brokered
51
Book size
$1M+
Office state
NC

51 contracts on file name JAMES A. SCOTT & SON, INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

JAMES A. SCOTT & SON, INC. brokers 51 insured contracts for 29 employers, across 5 states, led by NC, VA, SC.

Health is the largest line (14 contracts), followed by dental (14), vision (12), life (11).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (21, about 41%); BLUECHOICE HEALTHPLAN, LIFE INSURANCE COMPANY OF NORTH AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; September 1 renewals (policy year ends August) are the largest group, at 27% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 14 · dental 14 · vision 12 · life 11 · disability 10

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2024
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2024
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2024
PROPEL PEO, INCGREENVILLE, SCMETROPOLITAN LIFE INSURANCE COMPANYSep 1FY2024
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2024
Subscriber access
28

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)

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