Benefits First LLC
Lexington, TN
Benefits First LLC of Lexington, TN is the broker of record on 11 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $16,313 in reported broker commissions (plan year 2025).
Quick answer
Benefits First LLC (Lexington, TN) is the broker of record for 7 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Benefits First LLC have?
- Benefits First LLC is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
- Who are Benefits First LLC's largest employer clients?
- By plan participants, the largest include Madison Haywood Developmental Serv (813 participants), Cb & S Bank (693 participants) and Bell & Associates Const L.P. Health & Life Insurance Plan (361 participants).
- How much does Benefits First LLC earn in commissions?
- Insurers reported $16,313 in broker commissions and $1,299 in fees paid to Benefits First LLC for plan year 2025, per Schedule A Part 1.
- Where is Benefits First LLC located?
- Benefits First LLC is based in Lexington, TN and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Benefits First LLC 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 |
|---|---|---|---|
| Madison Haywood Developmental Serv | TN | 813 | 2025-06-30 |
| Cb & S Bank | AL | 693 | 2026-03-31 |
| Bell & Associates Const L.P. Health & Life Insurance Plan | TN | 361 | 2025-12-31 |
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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.