Fundz
Fundz
Benefits Intelligence/Broker Directory/Kentucky

Courtlann M Atkinson

Bowling Green, KY

Courtlann M Atkinson of Bowling Green, KY is the broker of record on 25 Form 5500 Schedule A filings covering 15 employer benefit plans, with $1,022 in reported broker commissions (plan year 2025).

Employer clients
15
distinct plan sponsors
Schedule A filings
25
States served
1
Reported commissions
$1,022
plan year 2025

Quick answer

Courtlann M Atkinson (Bowling Green, KY) is the broker of record for 15 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Courtlann M Atkinson have?
Courtlann M Atkinson is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors.
Who are Courtlann M Atkinson's largest employer clients?
By plan participants, the largest include Houchens Food Group, Inc. (2,211 participants), Franklin Management, Inc. (776 participants) and Lifeskills, Inc. (599 participants).
How much does Courtlann M Atkinson earn in commissions?
Insurers reported $1,022 in broker commissions paid to Courtlann M Atkinson for plan year 2025, per Schedule A Part 1.
Where is Courtlann M Atkinson located?
Courtlann M Atkinson is based in Bowling Green, KY.
How does Courtlann M Atkinson rank among benefits brokers in Kentucky?
Courtlann M Atkinson ranks #38 by employer clients among the 50 most active benefits brokers based in Kentucky.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Courtlann M Atkinson 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
Houchens Food Group, Inc.KY2,2112025-12-31
Franklin Management, Inc.KY7762025-12-31
Lifeskills, Inc.KY5992025-12-31
12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Kentucky

  • Assuredpartners: 504 employer clients, $34,125,080 reported commissions (Louisville)
  • Foundation Risk Partners Corp: 244 employer clients, $13,757,651 reported commissions (Louisville)
  • Houchens Insurance Group, Inc.: 185 employer clients, $15,134,362 reported commissions (Bowling Green)
  • Assuredpartners Nl LLC: 120 employer clients, $4,916,933 reported commissions (Louisville)
  • Brown & Brown Insurance: 108 employer clients, $2,286,165 reported commissions (Louisville)
  • Benefit Insurance Marketing, Inc.: 55 employer clients, $4,935,011 reported commissions (Lexington)
  • Ted Bennett: 60 employer clients, $155,358 reported commissions (Bowling Green)
  • Deborah S Golden: 55 employer clients, $82,860 reported commissions (Bowling Green)

All brokers in Kentucky →

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.