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Benefits Intelligence/Broker Directory/Ohio

Edward D Jones & Company

Port Clinton, OH

Edward D Jones & Company of Port Clinton, OH is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $19,335 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$19,335
plan year 2025
Reported fees
$5,732

Quick answer

Edward D Jones & Company (Port Clinton, OH) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Edward D Jones & Company have?
Edward D Jones & Company is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Edward D Jones & Company's largest employer clients?
By plan participants, the largest include Little River Medical Center Inc. (373 participants).
How much does Edward D Jones & Company earn in commissions?
Insurers reported $19,335 in broker commissions and $5,732 in fees paid to Edward D Jones & Company for plan year 2025, per Schedule A Part 1.
Where is Edward D Jones & Company located?
Edward D Jones & Company is based in Port Clinton, OH and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Edward D Jones & Company on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Little River Medical Center Inc.SC3732024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.