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Benefits Intelligence/Broker Directory/Tennessee

Phillip L Dagastino

Memphis, TN

Phillip L Dagastino of Memphis, TN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $74 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$74
plan year 2025

Quick answer

Phillip L Dagastino (Memphis, 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 Phillip L Dagastino have?
Phillip L Dagastino is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Phillip L Dagastino's largest employer clients?
By plan participants, the largest include Cb & S Bank (693 participants) and State Systems Inc. (408 participants).
How much does Phillip L Dagastino earn in commissions?
Insurers reported $74 in broker commissions paid to Phillip L Dagastino for plan year 2025, per Schedule A Part 1.
Where is Phillip L Dagastino located?
Phillip L Dagastino is based in Memphis, TN and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Phillip L Dagastino 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
Cb & S BankAL6932026-03-31
State Systems Inc.TN4082024-12-31

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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.