Benefits brokerage · 9 offices
JAMES A SCOTT & SON INC
JAMES A SCOTT & SON INC is named as the broker of record on 973 insurance contracts across its 9 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 |
|---|---|---|
| LYNCHBURG | VA | 606 |
| CHARLOTTE | NC | 263 |
| RALEIGH | NC | 51 |
| RICHMOND | VA | 51 |
| GREENSBORO | NC | 25 |
| No city on file | — | 10 |
| FRANKLIN | TN | 6 |
| ROANOKE | VA | 1 |
| STANLEY | NC | 1 |
Book profile
JAMES A SCOTT & SON INC brokers 973 insured contracts for 295 employers, across 15 states, led by VA, NC, SC.
Disability is the largest line (305 contracts), followed by life (276), dental (169), vision (168).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (156, about 16%); UNUM LIFE INSURANCE COMPANY OF AMERICA, HARTFORD LIFE AND ACCIDENT, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 48% 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 305 · life 276 · dental 169 · vision 168 · health 167 · stop-loss 22
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 |
|---|---|---|---|---|
| PROPEL PEO, INC | GREENVILLE, SC | RALEIGH, NC | BLUECHOICE HEALTHPLAN | Sep 1FY2024 |
| PROPEL PEO, INC | GREENVILLE, SC | CHARLOTTE, NC | BLUECHOICE HEALTHPLAN | Sep 1FY2025 |
| TORC ROBOTICS INC. | BLACKSBURG, VA | LYNCHBURG, VA | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | Jan 1FY2024 |
| PROPEL PEO, INC | GREENVILLE, SC | CHARLOTTE, NC | BLUECHOICE HEALTHPLAN | Sep 1FY2025 |
| DEER MANAGEMENT SYSTEMS, LLC DBA REVEAL BY TACTACAM | DECORAH, IA | LYNCHBURG, VA | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | Jan 1FY2025 |
more employers in JAMES A SCOTT & SON INC'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)