Nations Financial Group Inc
Knoxville, TN
Nations Financial Group Inc of Knoxville, TN is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $78,638 in reported broker commissions (plan year 2025).
Quick answer
Nations Financial Group Inc (Knoxville, TN) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Nations Financial Group Inc have?
- Nations Financial Group Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Nations Financial Group Inc's largest employer clients?
- By plan participants, the largest include Cherokee Health Systems, Inc. (588 participants) and Fidelity Ban Corporation (140 participants).
- How much does Nations Financial Group Inc earn in commissions?
- Insurers reported $78,638 in broker commissions and $24,855 in fees paid to Nations Financial Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Nations Financial Group Inc located?
- Nations Financial Group Inc is based in Knoxville, TN and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Nations Financial Group Inc 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 |
|---|---|---|---|
| Cherokee Health Systems, Inc. | TN | 588 | 2025-12-31 |
| Fidelity Ban Corporation | IA | 140 | 2025-12-31 |
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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.