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Benefits Intelligence/Broker Directory/Iowa

Tbs Agency Inc

Fairfield, IA

Tbs Agency Inc of Fairfield, IA is the broker of record on 210 Form 5500 Schedule A filings covering 126 employer benefit plans across 28 states, with $4,114,740 in reported broker commissions (plan year 2025).

Employer clients
126
distinct plan sponsors
Schedule A filings
210
States served
28
Reported commissions
$4,114,740
plan year 2025
Reported fees
$23,113

Quick answer

Tbs Agency Inc (Fairfield, IA) is the broker of record for 126 employer benefit plan sponsors on 210 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tbs Agency Inc have?
Tbs Agency Inc is named as broker on Form 5500 Schedule A filings for 126 distinct plan sponsors in 28 states.
Who are Tbs Agency Inc's largest employer clients?
By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Mayo Clinic (83,799 participants).
How much does Tbs Agency Inc earn in commissions?
Insurers reported $4.1 million in broker commissions and $23,113 in fees paid to Tbs Agency Inc for plan year 2025, per Schedule A Part 1.
Where is Tbs Agency Inc located?
Tbs Agency Inc is based in Fairfield, IA and has employer clients in 28 states.
How does Tbs Agency Inc rank among benefits brokers in Iowa?
Tbs Agency Inc ranks #8 by employer clients among the 50 most active benefits brokers based in Iowa.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tbs Agency 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
Futureplan Fiduciary Services, LLCMA196,1642025-12-31
Principal Life Insurance CompanyIA161,0402024-12-31
Mayo ClinicMN83,7992025-12-31
123 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.