Tad Benefits LLC Dba Oakmont Benefi
Nashville, TN
Tad Benefits LLC Dba Oakmont Benefi of Nashville, TN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $84,744 in reported broker commissions (plan year 2025).
Quick answer
Tad Benefits LLC Dba Oakmont Benefi (Nashville, 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 Tad Benefits LLC Dba Oakmont Benefi have?
- Tad Benefits LLC Dba Oakmont Benefi is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Tad Benefits LLC Dba Oakmont Benefi's largest employer clients?
- By plan participants, the largest include Engineered Medical Systems, LLC (285 participants) and Holladay Property Services Midwest Inc. (220 participants).
- How much does Tad Benefits LLC Dba Oakmont Benefi earn in commissions?
- Insurers reported $84,744 in broker commissions paid to Tad Benefits LLC Dba Oakmont Benefi for plan year 2025, per Schedule A Part 1.
- Where is Tad Benefits LLC Dba Oakmont Benefi located?
- Tad Benefits LLC Dba Oakmont Benefi is based in Nashville, TN and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tad Benefits LLC Dba Oakmont Benefi 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 |
|---|---|---|---|
| Engineered Medical Systems, LLC | TN | 285 | 2025-06-30 |
| Holladay Property Services Midwest Inc. | IN | 220 | 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.