How many employer clients does Karen Tobias have?

Karen Tobias is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.

Who are Karen Tobias's largest employer clients?

By plan participants, the largest include Unum Group (9,176 participants), Yates Services, LLC (1,913 participants) and Rusken Packaging, Inc. (795 participants).

How much does Karen Tobias earn in commissions?

Insurers reported $54 in broker commissions paid to Karen Tobias for plan year 2025, per Schedule A Part 1.

Where is Karen Tobias located?

Karen Tobias is based in Murfreesboro, TN and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/Tennessee

Karen Tobias

Murfreesboro, TN

Karen Tobias of Murfreesboro, TN is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans across 5 states, with $54 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$54

plan year 2025

Quick answer

Karen Tobias (Murfreesboro, TN) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Karen Tobias have?: Karen Tobias is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.
Who are Karen Tobias's largest employer clients?: By plan participants, the largest include Unum Group (9,176 participants), Yates Services, LLC (1,913 participants) and Rusken Packaging, Inc. (795 participants).
How much does Karen Tobias earn in commissions?: Insurers reported $54 in broker commissions paid to Karen Tobias for plan year 2025, per Schedule A Part 1.
Where is Karen Tobias located?: Karen Tobias is based in Murfreesboro, TN and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Karen Tobias 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
Unum Group	TN	9,176	2025-12-31
Yates Services, LLC	TN	1,913	2025-12-31
Rusken Packaging, Inc.	AL	795	2025-12-31

3 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.