Casey Aaron Curlee
Knoxville, TN
Casey Aaron Curlee of Knoxville, TN is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $3,999 in reported broker commissions (plan year 2025).
Quick answer
Casey Aaron Curlee (Knoxville, TN) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Casey Aaron Curlee have?
- Casey Aaron Curlee is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Casey Aaron Curlee's largest employer clients?
- By plan participants, the largest include M And M Industries, Inc. (545 participants), Mckay Books, Inc. (215 participants) and Primary Health Care Center Of Dade, Inc. (105 participants).
- How much does Casey Aaron Curlee earn in commissions?
- Insurers reported $3,999 in broker commissions paid to Casey Aaron Curlee for plan year 2025, per Schedule A Part 1.
- Where is Casey Aaron Curlee located?
- Casey Aaron Curlee is based in Knoxville, TN and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Casey Aaron 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 |
|---|---|---|---|
| M And M Industries, Inc. | TN | 545 | 2025-12-31 |
| Mckay Books, Inc. | TN | 215 | 2025-12-31 |
| Primary Health Care Center Of Dade, Inc. | GA | 105 | 2025-09-30 |
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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.