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Benefits Intelligence/Broker Directory/Tennessee

Thoroughbred Financial Planning LLC

Brentwood, TN

Thoroughbred Financial Planning LLC of Brentwood, TN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $33,546 in reported broker commissions (plan year 2016).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$33,546
plan year 2016

Employer clients

Plan sponsors naming Thoroughbred Financial Planning LLC 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
Diakonia Group, LLCTN1882016-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.