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Benefits Intelligence/Broker Directory/Tennessee

Patrick W Hoffman

Germantown, TN

Patrick W Hoffman of Germantown, TN is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $52,357 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$52,357
plan year 2025
Reported fees
$43,687

Employer clients

Plan sponsors naming Patrick W Hoffman 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Planters Bank And Trust CompanyMS2402025-11-30
Bank Of Bartlett, Inc.TN1032024-12-31

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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.