J Lee & Associates Inc
Richland, MS
J Lee & Associates Inc of Richland, MS is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $2,080 in reported broker commissions (plan year 2025).
Quick answer
J Lee & Associates Inc (Richland, MS) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does J Lee & Associates Inc have?
- J Lee & Associates Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
- Who are J Lee & Associates Inc's largest employer clients?
- By plan participants, the largest include Plantation Management Company, LLC (632 participants), Guaranty Bank & Trust Company (448 participants) and Southern Beverage Company, Inc. (269 participants).
- How much does J Lee & Associates Inc earn in commissions?
- Insurers reported $2,080 in broker commissions and $226 in fees paid to J Lee & Associates Inc for plan year 2025, per Schedule A Part 1.
- Where is J Lee & Associates Inc located?
- J Lee & Associates Inc is based in Richland, MS and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming J Lee & Associates Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Plantation Management Company, LLC | LA | 632 | 2025-12-31 |
| Guaranty Bank & Trust Company | MS | 448 | 2025-12-31 |
| Southern Beverage Company, Inc. | MS | 269 | 2025-01-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Mississippi
- Ross And Yerger Insurance Inc: 94 employer clients, $7,111,362 reported commissions (Jackson)
- Fisher Brown Bottrell Insurance Inc: 22 employer clients, $1,872,592 reported commissions (Jackson)
- David Sparks Purvis: 30 employer clients, $57,674 reported commissions (Olive Branch)
- Morgan White Limited: 31 employer clients, $216,430 reported commissions (Jackson)
- Dyatech LLC: 24 employer clients, $11,151 reported commissions (Ridgeland)
- Robbins Research And Planning Inc: 24 employer clients, $129,115 reported commissions (Oxford)
- Frank Woodward Craig: 19 employer clients, $134,927 reported commissions (Ridgeland)
- The William Morris Group Pa: 6 employer clients, $519,425 reported commissions (Jackson)
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.