Duke Ingram Financial Services
Johnson City, TN
Duke Ingram Financial Services of Johnson City, TN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $81,702 in reported broker commissions (plan year 2025).
Quick answer
Duke Ingram Financial Services (Johnson City, TN) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Duke Ingram Financial Services have?
- Duke Ingram Financial Services is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Duke Ingram Financial Services's largest employer clients?
- By plan participants, the largest include Citco Community Bancshares, Inc. (183 participants) and American Mechanical Contractors, Inc. (99 participants).
- How much does Duke Ingram Financial Services earn in commissions?
- Insurers reported $81,702 in broker commissions paid to Duke Ingram Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Duke Ingram Financial Services located?
- Duke Ingram Financial Services is based in Johnson City, TN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Duke Ingram Financial Services 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 |
|---|---|---|---|
| Citco Community Bancshares, Inc. | TN | 183 | 2025-12-31 |
| American Mechanical Contractors, Inc. | TN | 99 | 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.