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Benefits Intelligence/Broker Directory/Tennessee

Frederick Schaeffer Jr

Memphis, TN

Frederick Schaeffer Jr of Memphis, TN is the broker of record on 11 Form 5500 Schedule A filings covering 4 employer benefit plans, with $405,439 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
11
States served
1
Reported commissions
$405,439
plan year 2025

Quick answer

Frederick Schaeffer Jr (Memphis, TN) is the broker of record for 4 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Frederick Schaeffer Jr have?
Frederick Schaeffer Jr is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Frederick Schaeffer Jr's largest employer clients?
By plan participants, the largest include Stern Cardiovascular Foundation, Inc. (434 participants), Jim Keras Automotive Group, Inc. (187 participants) and Orion Federal Credit Union (179 participants).
How much does Frederick Schaeffer Jr earn in commissions?
Insurers reported $405,439 in broker commissions paid to Frederick Schaeffer Jr for plan year 2025, per Schedule A Part 1.
Where is Frederick Schaeffer Jr located?
Frederick Schaeffer Jr is based in Memphis, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Frederick Schaeffer Jr 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
Stern Cardiovascular Foundation, Inc.TN4342025-12-31
Jim Keras Automotive Group, Inc.TN1872025-09-30
Orion Federal Credit UnionTN1792025-12-31
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.