Kelsey Evert
Mount Juliet, TN
Kelsey Evert of Mount Juliet, TN is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $282 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Kelsey 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 |
|---|---|---|---|
| United Communications (United Telephone Co) | TN | 189 | 2024-12-31 |
| Middle Tennessee Lumber Co., Inc. | TN | 100 | 2024-12-31 |
| Kraftcpas Pllc | TN | 0 | 2025-07-31 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Tennessee
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.