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Benefits Intelligence/Broker Directory/Tennessee

Allen Carter

Athens, TN

Allen Carter of Athens, TN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $100,815 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$100,815
plan year 2025

Quick answer

Allen Carter (Athens, TN) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Allen Carter have?
Allen Carter is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Allen Carter's largest employer clients?
By plan participants, the largest include J & S Restaurants, Inc. (104 participants).
How much does Allen Carter earn in commissions?
Insurers reported $100,815 in broker commissions paid to Allen Carter for plan year 2025, per Schedule A Part 1.
Where is Allen Carter located?
Allen Carter is based in Athens, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Allen Carter 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
J & S Restaurants, Inc.TN1042026-04-30

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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.