Helton, Cfp, Clu Anthony
Lebanon, TN
Helton, Cfp, Clu Anthony of Lebanon, TN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $35,155 in reported broker commissions (plan year 2025).
Quick answer
Helton, Cfp, Clu Anthony (Lebanon, 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 Helton, Cfp, Clu Anthony have?
- Helton, Cfp, Clu Anthony is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Helton, Cfp, Clu Anthony's largest employer clients?
- By plan participants, the largest include Packaging Specialties, Inc. (373 participants).
- How much does Helton, Cfp, Clu Anthony earn in commissions?
- Insurers reported $35,155 in broker commissions paid to Helton, Cfp, Clu Anthony for plan year 2025, per Schedule A Part 1.
- Where is Helton, Cfp, Clu Anthony located?
- Helton, Cfp, Clu Anthony is based in Lebanon, TN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Helton, Cfp, Clu Anthony 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 |
|---|---|---|---|
| Packaging Specialties, Inc. | AR | 373 | 2025-12-31 |
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 walkthroughKnow 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.
Other benefits brokers in Tennessee
- Group Insurance Services Inc: 210 employer clients, $2,798,214 reported commissions (Chattanooga)
- Benefit Communications Inc: 101 employer clients, $63,001,750 reported commissions (Nashville)
- Brown & Brown Insurance Servic: 83 employer clients, $4,676,583 reported commissions (Brentwood)
- Willis Of Tennessee Inc: 69 employer clients, $791,674 reported commissions (Nashville)
- Erisa Services, Inc.: 59 employer clients, $12,169 reported commissions (Knoxville)
- Forester Benefits Management LLC: 68 employer clients, $1,556,203 reported commissions (Knoxville)
- Smith, Thomas, Christopher: 56 employer clients, $297,660 reported commissions (Nashville)
- Totalis Consumer Benefit Solutions: 58 employer clients, $2,298,325 reported commissions (Knoxville)
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.