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Benefits Intelligence/Broker Directory/Tennessee

Martin And Zerfoss Inc

Nashville, TN

Martin And Zerfoss Inc of Nashville, TN is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $52,032 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$52,032
plan year 2024
Reported fees
$105,760

Quick answer

Martin And Zerfoss Inc (Nashville, TN) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Martin And Zerfoss Inc have?
Martin And Zerfoss Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Martin And Zerfoss Inc's largest employer clients?
By plan participants, the largest include Republic Schools, Inc. (233 participants), The Ayers Foundation Trust (120 participants) and Intrepid College Preparatory (107 participants).
How much does Martin And Zerfoss Inc earn in commissions?
Insurers reported $52,032 in broker commissions and $105,760 in fees paid to Martin And Zerfoss Inc for plan year 2024, per Schedule A Part 1.
Where is Martin And Zerfoss Inc located?
Martin And Zerfoss Inc is based in Nashville, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Martin And Zerfoss Inc 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
Republic Schools, Inc.TN2332025-07-31
The Ayers Foundation TrustTN1202025-09-30
Intrepid College PreparatoryTN1072025-07-31

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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.