How many employer clients does Margaret Putnam Jepson have?

Margaret Putnam Jepson is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.

Who are Margaret Putnam Jepson's largest employer clients?

By plan participants, the largest include Yates Services, LLC (1,913 participants) and Agup Equipment Company (263 participants).

How much does Margaret Putnam Jepson earn in commissions?

Insurers reported $14 in broker commissions paid to Margaret Putnam Jepson for plan year 2025, per Schedule A Part 1.

Where is Margaret Putnam Jepson located?

Margaret Putnam Jepson is based in Madison, MS and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Mississippi

Margaret Putnam Jepson

Madison, MS

Margaret Putnam Jepson of Madison, MS is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $14 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$14

plan year 2025

Quick answer

Margaret Putnam Jepson (Madison, MS) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Margaret Putnam Jepson have?: Margaret Putnam Jepson is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Margaret Putnam Jepson's largest employer clients?: By plan participants, the largest include Yates Services, LLC (1,913 participants) and Agup Equipment Company (263 participants).
How much does Margaret Putnam Jepson earn in commissions?: Insurers reported $14 in broker commissions paid to Margaret Putnam Jepson for plan year 2025, per Schedule A Part 1.
Where is Margaret Putnam Jepson located?: Margaret Putnam Jepson is based in Madison, MS and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Margaret Putnam Jepson 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
Yates Services, LLC	TN	1,913	2025-12-31
Agup Equipment Company	MS	263	2025-12-31

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Other benefits brokers in Mississippi

Ross And Yerger Insurance Inc: 94 employer clients, $7,111,362 reported commissions (Jackson)
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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)

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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.