How many employer clients does Casey A Curlee have?

Casey A Curlee is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.

Who are Casey A Curlee's largest employer clients?

By plan participants, the largest include Beene Holdings, Inc. (221 participants), Bank Of Tennessee (221 participants) and Holtz Builders, Inc. (153 participants).

How much does Casey A Curlee earn in commissions?

Insurers reported $5,466 in broker commissions and $90 in fees paid to Casey A Curlee for plan year 2025, per Schedule A Part 1.

Where is Casey A Curlee located?

Casey A Curlee is based in Knoxville, TN and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Tennessee

Casey A Curlee

Knoxville, TN

Casey A Curlee of Knoxville, TN is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $5,466 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$5,466

plan year 2025

Reported fees

$90

Quick answer

Casey A Curlee (Knoxville, TN) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Casey A Curlee have?: Casey A Curlee is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Casey A Curlee's largest employer clients?: By plan participants, the largest include Beene Holdings, Inc. (221 participants), Bank Of Tennessee (221 participants) and Holtz Builders, Inc. (153 participants).
How much does Casey A Curlee earn in commissions?: Insurers reported $5,466 in broker commissions and $90 in fees paid to Casey A Curlee for plan year 2025, per Schedule A Part 1.
Where is Casey A Curlee located?: Casey A Curlee is based in Knoxville, TN and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Casey A Curlee 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
Beene Holdings, Inc.	TN	221	2025-12-31
Bank Of Tennessee	TN	221	2025-12-31
Holtz Builders, Inc.	WI	153	2025-12-31

3 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.