Fundz
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Benefits Intelligence/Broker Directory/Tennessee

Jeff Wallace

Maryville, TN

Jeff Wallace of Maryville, TN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $6,388 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$6,388
plan year 2025

Quick answer

Jeff Wallace (Maryville, 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 Jeff Wallace have?
Jeff Wallace is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Jeff Wallace's largest employer clients?
By plan participants, the largest include Twin City Motors Inc (251 participants).
How much does Jeff Wallace earn in commissions?
Insurers reported $6,388 in broker commissions paid to Jeff Wallace for plan year 2025, per Schedule A Part 1.
Where is Jeff Wallace located?
Jeff Wallace is based in Maryville, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jeff Wallace 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
Twin City Motors IncTN2512025-12-31

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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.