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Benefits Intelligence/Broker Directory/Tennessee

Robert Levy

Nashville, TN

Robert Levy of Nashville, TN is the broker of record on 162 Form 5500 Schedule A filings covering 50 employer benefit plans across 4 states, with $6,649,489 in reported broker commissions (plan year 2021).

Employer clients
50
distinct plan sponsors
Schedule A filings
162
States served
4
Reported commissions
$6,649,489
plan year 2021
Reported fees
$97,246

Employer clients

Plan sponsors naming Robert Levy 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
Lee CompanyTN1,2712013-06-30
Fb Financial CorporationTN1,1672017-12-31
Anesthesia Services Associates Pllc Dba Comprehensive Pain SpecialistsTN1,0132014-06-30
47 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.