Kelsey David Evert
Mount Juliet, TN
Kelsey David Evert of Mount Juliet, TN is the broker of record on 22 Form 5500 Schedule A filings covering 15 employer benefit plans across 3 states, with $7,277 in reported broker commissions (plan year 2025).
Quick answer
Kelsey David Evert (Mount Juliet, TN) is the broker of record for 15 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kelsey David Evert have?
- Kelsey David Evert is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 3 states.
- Who are Kelsey David Evert's largest employer clients?
- By plan participants, the largest include Wilson Bank & Trust (650 participants), Lake Highland Preparatory School (335 participants) and United Communications (United Telephone Co) (224 participants).
- How much does Kelsey David Evert earn in commissions?
- Insurers reported $7,277 in broker commissions paid to Kelsey David Evert for plan year 2025, per Schedule A Part 1.
- Where is Kelsey David Evert located?
- Kelsey David Evert is based in Mount Juliet, TN and has employer clients in 3 states.
- How does Kelsey David Evert rank among benefits brokers in Tennessee?
- Kelsey David Evert ranks #46 by employer clients among the 50 most active benefits brokers based in Tennessee.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kelsey David Evert 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 |
|---|---|---|---|
| Wilson Bank & Trust | TN | 650 | 2025-12-31 |
| Lake Highland Preparatory School | FL | 335 | 2025-06-30 |
| United Communications (United Telephone Co) | TN | 224 | 2025-12-31 |
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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.