Thomas J Stephenson
Cartersville, GA
Thomas J Stephenson of Cartersville, GA is the broker of record on 10 Form 5500 Schedule A filings covering 6 employer benefit plans across 4 states, with $247 in reported broker commissions (plan year 2025).
Quick answer
Thomas J Stephenson (Cartersville, GA) is the broker of record for 6 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Thomas J Stephenson have?
- Thomas J Stephenson is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 4 states.
- Who are Thomas J Stephenson's largest employer clients?
- By plan participants, the largest include Assa Abloy Inc. (9,926 participants), Community Trust Bancorp Inc (982 participants) and Triage Holding, Inc. (328 participants).
- How much does Thomas J Stephenson earn in commissions?
- Insurers reported $247 in broker commissions paid to Thomas J Stephenson for plan year 2025, per Schedule A Part 1.
- Where is Thomas J Stephenson located?
- Thomas J Stephenson is based in Cartersville, GA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Thomas J Stephenson 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 |
|---|---|---|---|
| Assa Abloy Inc. | CT | 9,926 | 2024-12-31 |
| Community Trust Bancorp Inc | KY | 982 | 2025-12-31 |
| Triage Holding, Inc. | GA | 328 | 2025-10-31 |
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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.