Benefits BrokerAtlas

Scott a Smith

Broker or agent named on 8 employee benefit plan filings, Duluth, GA

Named in Form 5500 filings

Map ↗

Public-record details

Address
6340 Sugarloaf Pkwy, Ste 200, Duluth, GA 30097
Listed under
Health and welfare plans, Median plan 200 to 999 participants
Plan filings naming this broker (2024 plan year)
8
Commissions disclosed on Schedule A
$111
Fees disclosed on Schedule A
None reported
Total disclosed
$111 (higher than 9% of the 22,186 brokers listed)
Average disclosed per filing
$14 (higher than 4% of listed brokers' per-filing averages)
Median plan size (participants)
222
Health and welfare filings / retirement filings
8 / 0
Plan sponsors' states (filings)
GA (6), CA (1), IL (1)

Named as a broker or agent on 8 Schedule A filings in the DOL's 2024 plan-year Form 5500 data. Source: DOL EBSA Form 5500 Schedule A (2024 plan year) (record). Data as of 2026-10-02.

Public record, not an endorsement. This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date. Benefits Broker Atlas does not vet, employ, recommend or guarantee benefits brokers; a badge reflects only what the public record showed on that date. Confirm current details with the official record before you decide. The information on Benefits Broker Atlas is not a recommendation or a guarantee of anyone's work. A license record shows registration status on the date shown, not workmanship, insurance coverage at the time of your job, or suitability for your project. Confirm license, insurance and permits directly before you hire. Full disclaimer · Report an error

How to read these figures

Insurance carriers report on Schedule A of Form 5500 the commissions and fees they paid to brokers and agents for each insurance contract of an employee benefit plan. We add up the amounts for each broker name and ZIP code in the 2024 plan-year data. Amounts depend on the size of the plans, the benefits bought, how many carriers are involved and how compensation is arranged, so a larger or smaller total is not a measure of a broker's price or quality. Percentages compare this broker with the other brokers listed here and are not judgments. Schedule A does not capture every form of broker compensation, such as fees paid directly by the employer.

Grouped by broker name and ZIP code as filed; the same firm can appear under several offices or spellings. The data has no phone number or website. Confirm a broker's insurance license with your state insurance department.

These are amounts insurers reported on Schedule A of Form 5500 for 2024 plan-year filings. They depend on plan size and benefits bought and are not a price list. See how to read Schedule A.

Other benefits brokers in Duluth

Orenda Retirement, LLC3475 Corporate Way, Suite D · Duluth, GA 30096 · Retirement plans102 plan filings · $205,841 disclosed · median 342 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center2405 Satellite Blvd, Ste 200 · Duluth, GA 30096 · Health and welfare plans53 plan filings · $3,415,709 disclosed · median 373 participantsNamed in Form 5500 filingsPension Financial Services, INC.3700 Crestwood Pkwy NW Ste 550 · Duluth, GA 30096 · Retirement plans14 plan filings · $7,800 disclosed · median 153 participantsNamed in Form 5500 filingsPfs Investments INC.1 Primerica Pkwy · Duluth, GA 30099 · Retirement plans12 plan filings · $124,985 disclosed · median 236 participantsNamed in Form 5500 filingsJ Smith Lanier & CO11330 Lakefield Dr, Ste 100 · Duluth, GA 30097 · Health and welfare plans11 plan filings · $197,761 disclosed · median 251 participantsNamed in Form 5500 filingsCovenant Administrators LLC2810 Premiere Pkwy Ste 400 · Duluth, GA 30097 · Health and welfare plans7 plan filings · $173,940 disclosed · median 535 participantsNamed in Form 5500 filingsYoudecide, INC.4450 River Green Parkway, Suite 100-A · Duluth, GA 30096 · Health and welfare plans7 plan filings · $81,178 disclosed · median 5,957 participantsNamed in Form 5500 filingsEdgewood Partners Ins Center2405 Satellite Blvd Ste 200 · Duluth, GA 30096 · Health and welfare plans6 plan filings · $414,824 disclosed · median 1,075 participantsNamed in Form 5500 filings

All 18 in Duluth →