Fundz
Fundz
Benefits Intelligence/Broker Directory/South Carolina

Jackie Smalls

Lexington, SC

Jackie Smalls of Lexington, SC is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $253 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$253
plan year 2024
Reported fees
$21

Quick answer

Jackie Smalls (Lexington, SC) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Jackie Smalls have?
Jackie Smalls is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Jackie Smalls's largest employer clients?
By plan participants, the largest include Lutheran Homes Of South Carolina Inc. (469 participants) and Southern Medical Management, LLC (157 participants).
How much does Jackie Smalls earn in commissions?
Insurers reported $253 in broker commissions and $21 in fees paid to Jackie Smalls for plan year 2024, per Schedule A Part 1.
Where is Jackie Smalls located?
Jackie Smalls is based in Lexington, SC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jackie Smalls 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
Lutheran Homes Of South Carolina Inc.SC4692025-09-30
Southern Medical Management, LLCSC1572024-12-31

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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.