Benefits brokerage · 2 offices
THE JAMES GROUP, LLC
THE JAMES GROUP, LLC is named as the broker of record on 27 insurance contracts across its 2 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 |
|---|---|---|
| MEMPHIS | TN | 25 |
| GERMANTOWN | TX | 2 |
Book profile
THE JAMES GROUP, LLC brokers 27 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 (4).
UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (5, about 19%); DELTA DENTAL OF TENNESSEE, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY follow.
Renewals concentrate on January 1: 78% 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 4 · dental 3
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 |
|---|---|---|---|---|
| ADAMS KEEGAN INC. | MEMPHIS, TN | MEMPHIS, TN | DELTA DENTAL OF TENNESSEE | Jan 1FY2025 |
| ADAMS KEEGAN INC. | MEMPHIS, TN | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| ADAMS KEEGAN INC. | MEMPHIS, TN | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| ADAMS KEEGAN INC. | MEMPHIS, TN | MEMPHIS, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Feb 1FY2026 |
| BANYAN TREE MANAGEMENT, LLC | DESTIN, FL | MEMPHIS, TN | BLUE CROSS BLUE SHIELD OF FLORIDA | Mar 1FY2026 |
more employers in THE JAMES GROUP, LLC'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 2025–2026 on this page)