Fundz
Fundz
Benefits Intelligence/Broker Directory/Tennessee

Kandi H Heckler

Rockvale, TN

Kandi H Heckler of Rockvale, TN is the broker of record on 21 Form 5500 Schedule A filings covering 14 employer benefit plans across 4 states, with $10,461 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
21
States served
4
Reported commissions
$10,461
plan year 2025
Reported fees
$263

Quick answer

Kandi H Heckler (Rockvale, TN) is the broker of record for 14 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kandi H Heckler have?
Kandi H Heckler is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 4 states.
Who are Kandi H Heckler's largest employer clients?
By plan participants, the largest include Pinnacle Bank (3,733 participants), Wilson Bank & Trust (650 participants) and Bryant Bank (284 participants).
How much does Kandi H Heckler earn in commissions?
Insurers reported $10,461 in broker commissions and $263 in fees paid to Kandi H Heckler for plan year 2025, per Schedule A Part 1.
Where is Kandi H Heckler located?
Kandi H Heckler is based in Rockvale, TN and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kandi H Heckler 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
Pinnacle BankTN3,7332025-12-31
Wilson Bank & TrustTN6502025-12-31
Bryant BankAL2842025-12-31
11 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.