Tad Benefits LLC Dba Oakmont
Nashville, TN
Tad Benefits LLC Dba Oakmont of Nashville, TN is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $146,823 in reported broker commissions (plan year 2025).
Quick answer
Tad Benefits LLC Dba Oakmont (Nashville, TN) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Tad Benefits LLC Dba Oakmont have?
- Tad Benefits LLC Dba Oakmont is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Tad Benefits LLC Dba Oakmont's largest employer clients?
- By plan participants, the largest include Florim Usa, Inc. (413 participants), Das Acquisition Company, LLC (389 participants) and Naropa University (215 participants).
- How much does Tad Benefits LLC Dba Oakmont earn in commissions?
- Insurers reported $146,823 in broker commissions and $5,165 in fees paid to Tad Benefits LLC Dba Oakmont for plan year 2025, per Schedule A Part 1.
- Where is Tad Benefits LLC Dba Oakmont located?
- Tad Benefits LLC Dba Oakmont is based in Nashville, TN and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tad Benefits LLC Dba Oakmont 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 |
|---|---|---|---|
| Florim Usa, Inc. | TN | 413 | 2025-12-31 |
| Das Acquisition Company, LLC | MO | 389 | 2026-02-28 |
| Naropa University | CO | 215 | 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.