Insurance Planning And Service
Chattanooga, TN
Insurance Planning And Service of Chattanooga, TN is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $55,260 in reported broker commissions (plan year 2025).
Quick answer
Insurance Planning And Service (Chattanooga, TN) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Insurance Planning And Service have?
- Insurance Planning And Service is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Insurance Planning And Service's largest employer clients?
- By plan participants, the largest include West Tennessee Bone & Joint Institute (163 participants).
- How much does Insurance Planning And Service earn in commissions?
- Insurers reported $55,260 in broker commissions paid to Insurance Planning And Service for plan year 2025, per Schedule A Part 1.
- Where is Insurance Planning And Service located?
- Insurance Planning And Service is based in Chattanooga, TN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Insurance Planning And Service 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 |
|---|---|---|---|
| West Tennessee Bone & Joint Institute | TN | 163 | 2026-02-28 |
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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.