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Benefits Intelligence/Broker Directory/Tennessee

Aeron Lucas

Brentwood, TN

Aeron Lucas of Brentwood, TN is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $287,713 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$287,713
plan year 2025

Quick answer

Aeron Lucas (Brentwood, TN) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Aeron Lucas have?
Aeron Lucas is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Aeron Lucas's largest employer clients?
By plan participants, the largest include Dialysis Clinic, Inc. (3,978 participants) and Permobil Inc. (980 participants).
How much does Aeron Lucas earn in commissions?
Insurers reported $287,713 in broker commissions paid to Aeron Lucas for plan year 2025, per Schedule A Part 1.
Where is Aeron Lucas located?
Aeron Lucas is based in Brentwood, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Aeron Lucas 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
Dialysis Clinic, Inc.TN3,9782025-12-31
Permobil Inc.TN9802025-12-31

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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.