Benefits brokerage · 6 offices
J. SMITH LANIER & COMPANY
J. SMITH LANIER & COMPANY is named as the broker of record on 33 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| CONSHOHOCKEN | PA | 10 |
| DULUTH | GA | 10 |
| WEST POINT | GA | 6 |
| JOHNS CREEK | GA | 4 |
| ATLANTA | GA | 2 |
| KING OF PRUSSIA | PA | 1 |
Book profile
J. SMITH LANIER & COMPANY brokers 33 insured contracts for 18 employers, across 10 states, led by AL, GA, TN.
Disability is the largest line (14 contracts), followed by life (9), dental (2), health (1).
LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (11, about 33%); RELIANCE STANDARD LIFE INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 45% of the dated welfare contracts.
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 14 · life 9 · dental 2 · health 1 · vision 1
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| HARRIS TEETER SUPERMARKETS, INC. | MATTHEWS, NC | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
| KENTUCKY ASSOCIATION OF ELECTRIC COOPERATIVES | LOUISVILLE, KY | ATLANTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Jun 1FY2025 |
| CITI TRENDS, INC. | SAVANNAH, GA | DULUTH, GA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Sep 1FY2025 |
| MOBIS PARTS AMERICA, LLC | FOUNTAIN VALLEY, CA | WEST POINT, GA | ANTHEM LIFE INSURANCE COMPANY | Aug 1FY2025 |
| COOK'S PEST CONTROL, INC. | DECATUR, AL | DULUTH, GA | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in J. SMITH LANIER & COMPANY's book
See the full client list across every office, 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 2024–2025 on this page)