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Benefits Intelligence/Broker Directory/Tennessee

Julie Templeton

Brentwood, TN

Julie Templeton of Brentwood, TN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $9,785 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$9,785
plan year 2025
Reported fees
$602

Quick answer

Julie Templeton (Brentwood, TN) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Julie Templeton have?
Julie Templeton is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Julie Templeton's largest employer clients?
By plan participants, the largest include Iatse & Mvg Picture Machine Operators Of Us & Canada Local 46 (897 participants) and Kraftcpas Pllc.
How much does Julie Templeton earn in commissions?
Insurers reported $9,785 in broker commissions and $602 in fees paid to Julie Templeton for plan year 2025, per Schedule A Part 1.
Where is Julie Templeton located?
Julie Templeton is based in Brentwood, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Julie Templeton 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
Iatse & Mvg Picture Machine Operators Of Us & Canada Local 46TN8972025-12-31
Kraftcpas PllcTN02025-07-31

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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.