How many employer clients does Orma R Smith have?

Orma R Smith is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.

Who are Orma R Smith's largest employer clients?

By plan participants, the largest include Dunavant Enterprises, Inc. (206 participants), Heritage Retirement Facilities LLC (154 participants) and Interstate Mechanical Contractors, Inc. (141 participants).

How much does Orma R Smith earn in commissions?

Insurers reported $6.6 million in broker commissions paid to Orma R Smith for plan year 2025, per Schedule A Part 1.

Where is Orma R Smith located?

Orma R Smith is based in Memphis, TN.

Benefits Intelligence/Broker Directory/Tennessee

Orma R Smith

Memphis, TN

Orma R Smith of Memphis, TN is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $6,571,675 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$6,571,675

plan year 2025

Quick answer

Orma R Smith (Memphis, TN) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Orma R Smith have?: Orma R Smith is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Orma R Smith's largest employer clients?: By plan participants, the largest include Dunavant Enterprises, Inc. (206 participants), Heritage Retirement Facilities LLC (154 participants) and Interstate Mechanical Contractors, Inc. (141 participants).
How much does Orma R Smith earn in commissions?: Insurers reported $6.6 million in broker commissions paid to Orma R Smith for plan year 2025, per Schedule A Part 1.
Where is Orma R Smith located?: Orma R Smith is based in Memphis, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Orma R Smith 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
Dunavant Enterprises, Inc.	TN	206	2025-12-31
Heritage Retirement Facilities LLC	TN	154	2024-12-31
Interstate Mechanical Contractors, Inc.	TN	141	2025-12-31

1 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.