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Benefits Intelligence/Broker Directory/Tennessee

Hernando Financial Services Inc

Athens, TN

Hernando Financial Services Inc of Athens, TN is the broker of record on 37 Form 5500 Schedule A filings covering 8 employer benefit plans across 5 states, with $1,980 in reported broker commissions (plan year 2019).

Employer clients
8
distinct plan sponsors
Schedule A filings
37
States served
5
Reported commissions
$1,980
plan year 2019

Employer clients

Plan sponsors naming Hernando Financial Services Inc 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
Simon Property Group Administrative Service Partnership, L.P.IN3,0742016-12-31
Timbar Packaging & Display HeadquartersPA6302009-12-31
Export Packaging Company Inc.IL5672010-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.