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Benefits Intelligence/Broker Directory/Tennessee

Ann Henry Consulting LLC

Collierville, TN

Ann Henry Consulting LLC of Collierville, TN is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $1,092 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$1,092
plan year 2025
Reported fees
$364

Quick answer

Ann Henry Consulting LLC (Collierville, TN) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ann Henry Consulting LLC have?
Ann Henry Consulting LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Ann Henry Consulting LLC's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Fayette Janitorial Service, LLC. (1,094 participants) and 739 Iberville, LLC (147 participants).
How much does Ann Henry Consulting LLC earn in commissions?
Insurers reported $1,092 in broker commissions and $364 in fees paid to Ann Henry Consulting LLC for plan year 2025, per Schedule A Part 1.
Where is Ann Henry Consulting LLC located?
Ann Henry Consulting LLC is based in Collierville, TN and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ann Henry Consulting LLC 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
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Fayette Janitorial Service, LLC.TN1,0942025-12-31
739 Iberville, LLCLA1472024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.