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Benefits Intelligence/Broker Directory/Tennessee

Anastasia Modlin

Portland, TN

Anastasia Modlin of Portland, TN is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $404 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$404
plan year 2025
Reported fees
$45

Quick answer

Anastasia Modlin (Portland, TN) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Anastasia Modlin have?
Anastasia Modlin is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Anastasia Modlin's largest employer clients?
By plan participants, the largest include Alley-Cassetty Companies, Inc. (318 participants), Middle Tennessee Lumber Co., Inc. (100 participants) and Kraftcpas Pllc.
How much does Anastasia Modlin earn in commissions?
Insurers reported $404 in broker commissions and $45 in fees paid to Anastasia Modlin for plan year 2025, per Schedule A Part 1.
Where is Anastasia Modlin located?
Anastasia Modlin is based in Portland, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Anastasia Modlin 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
Alley-Cassetty Companies, Inc.TN3182026-03-31
Middle Tennessee Lumber Co., Inc.TN1002024-12-31
Kraftcpas PllcTN02025-07-31

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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.