Benefits BrokerAtlas

Benefits brokers in Lynchburg, VA

17 benefits brokers in Lynchburg — 17 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (16)Median plan under 200 participants (7)Median plan 200 to 999 participants (10)Fees reported as well as commissions (7)
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James a Scott & Son INC1301 Old Graves Mill Road · Lynchburg, VA 24502 · Health and welfare plans214 plan filings · $7,138,173 disclosed · median 195 participantsNamed in Form 5500 filingsDavid N Morgan240 Beverly Hills Cir, Apt 532 · Lynchburg, VA 24502 · Health and welfare plans12 plan filings · $2,180 disclosed · median 221 participantsNamed in Form 5500 filingsJames a Scott & Sons INC1301 Old Graves Mill Road · Lynchburg, VA 24502 · Health and welfare plans10 plan filings · $222,340 disclosed · median 276 participantsNamed in Form 5500 filingsKatrina D Aiken2511 Judith St · Lynchburg, VA 24501 · Health and welfare plans7 plan filings · $107 disclosed · median 178 participantsNamed in Form 5500 filingsAmelia Kay Morgan240 Beverly Hills Cir, Apt 532 · Lynchburg, VA 24502 · Health and welfare plans5 plan filings · $49 disclosed · median 205 participantsNamed in Form 5500 filingsBeneficial Associates, INC.115 Goldenrod Place · Lynchburg, VA 24502 · Health and welfare plans5 plan filings · $14,986 disclosed · median 220 participantsNamed in Form 5500 filingsDavid Morgan240 Beverly Hills Cir Apt 532 · Lynchburg, VA 24502 · Health and welfare plans5 plan filings · $158 disclosed · median 134 participantsNamed in Form 5500 filingsNeil M Morgan Jr240 Beverly Hills Cir, Apt 532 · Lynchburg, VA 24502 · Health and welfare plans5 plan filings · $181 disclosed · median 420 participantsNamed in Form 5500 filingsScott Insurance1301 Old Graves Mill Road · Lynchburg, VA 24502 · Health and welfare plans5 plan filings · $57,703 disclosed · median 225 participantsNamed in Form 5500 filingsAccretive Enrollment Services LLC115 Goldenrod Place · Lynchburg, VA 24502 · Health and welfare plans4 plan filings · $20,064 disclosed · median 196 participantsNamed in Form 5500 filings
Mid-State Insurance Agency INC2525 Rivermont Ave · Lynchburg, VA 24503 · Health and welfare plans4 plan filings · $44,963 disclosed · median 166 participantsNamed in Form 5500 filingsW D Campbell & Son, INC.801 Main Street, Suite 600 · Lynchburg, VA 24504 · Health and welfare plans4 plan filings · $23,399 disclosed · median 413 participantsNamed in Form 5500 filingsJames A. Scott & Son INC.P.o. Box 10489 · Lynchburg, VA 24506 · Health and welfare plans3 plan filings · $22,364 disclosed · median 223 participantsNamed in Form 5500 filingsScott Insurance Services1301 Old Graves Mill Road · Lynchburg, VA 24502 · Health and welfare plans3 plan filings · $148,003 disclosed · median 195 participantsNamed in Form 5500 filingsW D Campbell & Son, INC.801 Main Street, Suite 400 · Lynchburg, VA 24505 · Health and welfare plans3 plan filings · $34,337 disclosed · median 272 participantsNamed in Form 5500 filingsDavenport and Company1000 Jefferson St, Ste 1d · Lynchburg, VA 24505 · Retirement plans2 plan filings · $76,155 disclosed · median 83 participantsNamed in Form 5500 filingsKatrina Aiken2511 Judith St · Lynchburg, VA 24501 · Health and welfare plans2 plan filings · $4 disclosed · median 956 participantsNamed in Form 5500 filings
Comparing benefits brokers in Lynchburg? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.