Benefits broker of record · MEMPHIS, TN
THE JAMES GROUP, LLC
THE JAMES GROUP, LLC of MEMPHIS, TN is named as the broker of record on 25 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of THE JAMES GROUP, LLC.
25 contracts on file name THE JAMES GROUP, LLC 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
THE JAMES GROUP, LLC brokers 25 insured contracts for 17 employers, across 5 states, led by TN, FL, NJ.
Disability is the largest line (8 contracts), followed by health (6), life (6), vision (3).
UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (5, about 20%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA follow.
Renewals concentrate on January 1: 76% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 8 · health 6 · life 6 · vision 3 · dental 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ADAMS KEEGAN INC. | MEMPHIS, TN | DELTA DENTAL OF TENNESSEE | Jan 1FY2025 |
| ADAMS KEEGAN INC. | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| ADAMS KEEGAN INC. | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| ADAMS KEEGAN INC. | MEMPHIS, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Feb 1FY2026 |
| BANYAN TREE MANAGEMENT, LLC | DESTIN, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Mar 1FY2026 |
more employers in THE JAMES GROUP, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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