Joanna G Matherly
Arrington, TN
Joanna G Matherly of Arrington, TN is the broker of record on 17 Form 5500 Schedule A filings covering 15 employer benefit plans across 2 states, with $801 in reported broker commissions (plan year 2025).
Quick answer
Joanna G Matherly (Arrington, TN) is the broker of record for 15 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Joanna G Matherly have?
- Joanna G Matherly is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 2 states.
- Who are Joanna G Matherly's largest employer clients?
- By plan participants, the largest include Loma Linda University Health Care (2,099 participants), Supercare, Inc. (483 participants) and Wilson Bank & Trust (460 participants).
- How much does Joanna G Matherly earn in commissions?
- Insurers reported $801 in broker commissions paid to Joanna G Matherly for plan year 2025, per Schedule A Part 1.
- Where is Joanna G Matherly located?
- Joanna G Matherly is based in Arrington, TN and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Joanna G Matherly 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 |
|---|---|---|---|
| Loma Linda University Health Care | CA | 2,099 | 2024-12-31 |
| Supercare, Inc. | CA | 483 | 2024-12-31 |
| Wilson Bank & Trust | TN | 460 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Tennessee
- Group Insurance Services Inc: 210 employer clients, $2,798,214 reported commissions (Chattanooga)
- Benefit Communications Inc: 101 employer clients, $63,001,750 reported commissions (Nashville)
- Brown & Brown Insurance Servic: 83 employer clients, $4,676,583 reported commissions (Brentwood)
- Willis Of Tennessee Inc: 69 employer clients, $791,674 reported commissions (Nashville)
- Erisa Services, Inc.: 59 employer clients, $12,169 reported commissions (Knoxville)
- Forester Benefits Management LLC: 68 employer clients, $1,556,203 reported commissions (Knoxville)
- Smith, Thomas, Christopher: 56 employer clients, $297,660 reported commissions (Nashville)
- Totalis Consumer Benefit Solutions: 58 employer clients, $2,298,325 reported commissions (Knoxville)
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.