Benefits brokerage · 8 offices
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC is named as the broker of record on 31 insurance contracts across its 8 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 |
|---|---|---|
| PHILADELPHIA | PA | 24 |
| ATLANTA | GA | 1 |
| CHARLOTTE | NC | 1 |
| GOLDSBORO | NC | 1 |
| NEW YORK | NY | 1 |
| UNION TOWN | PA | 1 |
| WASHINGTON | DC | 1 |
| WEST HARTFORD | CT | 1 |
Book profile
JANNEY MONTGOMERY SCOTT LLC brokers 31 insured contracts for 29 employers, across 14 states, led by PA, GA, MD.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (12, about 39%); PRINCIPAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, TALCOTT RESOLUTION LIFE INSURANCE COMPANY follow.
Renewals concentrate on March 1: 50% of the dated welfare contracts have policy years ending in February, 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.
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 |
|---|---|---|---|---|
| ROADRUNNER RECYCLING, INC. | PITTSBURGH, PA | PHILADELPHIA, PA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| AMERICAN FURNITURE RENTALS, INC. | PENNSAUKEN, NJ | PHILADELPHIA, PA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| DIAMOND MATERIALS LLC | NEWPORT, DE | PHILADELPHIA, PA | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PRINCIPAL LIFE INSURANCE COMPANY | DES MOINES, IA | PHILADELPHIA, PA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ONESOURCE BUSINESS SOLUTIONS, LLC | CUMMING, GA | PHILADELPHIA, PA | JOHN HANCOCK LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in JANNEY MONTGOMERY SCOTT 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 year 2024 on this page)