Steven Andrew Modlin
Portland, TN
Steven Andrew Modlin of Portland, TN is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans, with $955 in reported broker commissions (plan year 2025).
Quick answer
Steven Andrew Modlin (Portland, TN) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Steven Andrew Modlin have?
- Steven Andrew Modlin is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Steven Andrew Modlin's largest employer clients?
- By plan participants, the largest include Alley-Cassetty Companies, Inc. (318 participants), Kraftcpas Pllc (203 participants) and M&W Logistics Group, Inc. (131 participants).
- How much does Steven Andrew Modlin earn in commissions?
- Insurers reported $955 in broker commissions paid to Steven Andrew Modlin for plan year 2025, per Schedule A Part 1.
- Where is Steven Andrew Modlin located?
- Steven Andrew Modlin is based in Portland, TN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Steven Andrew Modlin 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 |
|---|---|---|---|
| Alley-Cassetty Companies, Inc. | TN | 318 | 2026-03-31 |
| Kraftcpas Pllc | TN | 203 | 2024-12-31 |
| M&W Logistics Group, Inc. | TN | 131 | 2025-12-31 |
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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.