James Bryan Elliott
Morganton, NC
James Bryan Elliott of Morganton, NC is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $772 in reported broker commissions (plan year 2025).
Quick answer
James Bryan Elliott (Morganton, NC) 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 James Bryan Elliott have?
- James Bryan Elliott is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are James Bryan Elliott's largest employer clients?
- By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Crowe'S Management Company (333 participants).
- How much does James Bryan Elliott earn in commissions?
- Insurers reported $772 in broker commissions and $354 in fees paid to James Bryan Elliott for plan year 2025, per Schedule A Part 1.
- Where is James Bryan Elliott located?
- James Bryan Elliott is based in Morganton, NC and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James Bryan Elliott 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 |
|---|---|---|---|
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,309 | 2025-12-31 |
| Crowe'S Management Company | GA | 333 | 2025-12-31 |
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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.