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Benefits Intelligence/Broker Directory/Tennessee

Fredrick Schaeffer Jr

Memphis, TN

Fredrick Schaeffer Jr of Memphis, TN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $36,509 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$36,509
plan year 2024
Reported fees
$62,296

Employer clients

Plan sponsors naming Fredrick 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
Orion Federal Credit UnionTN1682024-12-31
Orion Federal Credit UnionTN1412024-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.