Fundz
Fundz
Benefits Intelligence/Broker Directory/Tennessee

Simplicity Financial Marketing, Inc

The Woodlands, TN

Simplicity Financial Marketing, Inc of The Woodlands, TN is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $8,212 in reported broker commissions (plan year 2022).

Employer clients
1
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$8,212
plan year 2022

Employer clients

Plan sponsors naming Simplicity Financial Marketing, 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
Ctl/Thompson, Inc.CO2242021-12-31

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

Get Strategic →Start now

Other benefits brokers in Tennessee

All brokers in Tennessee

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.