Tully And Company Inc
Marietta, GA
Tully And Company Inc of Marietta, GA is the broker of record on 9 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $21,001 in reported broker commissions (plan year 2025).
Quick answer
Tully And Company Inc (Marietta, GA) is the broker of record for 8 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Tully And Company Inc have?
- Tully And Company Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
- Who are Tully And Company Inc's largest employer clients?
- By plan participants, the largest include Aprio Holdings LLC (1,233 participants), Easter Seals North Georgia Inc (335 participants) and Rbm Of Atlanta, Inc. (330 participants).
- How much does Tully And Company Inc earn in commissions?
- Insurers reported $21,001 in broker commissions paid to Tully And Company Inc for plan year 2025, per Schedule A Part 1.
- Where is Tully And Company Inc located?
- Tully And Company Inc is based in Marietta, GA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tully And Company Inc 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 |
|---|---|---|---|
| Aprio Holdings LLC | GA | 1,233 | 2024-12-31 |
| Easter Seals North Georgia Inc | GA | 335 | 2025-08-31 |
| Rbm Of Atlanta, Inc. | GA | 330 | 2024-12-31 |
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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.