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Benefits Intelligence/Broker Directory/Louisiana

Tfg Financial Group Lp

Shreveport, LA

Tfg Financial Group Lp of Shreveport, LA is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $155,220 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$155,220
plan year 2025
Reported fees
$10,385

Quick answer

Tfg Financial Group Lp (Shreveport, LA) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tfg Financial Group Lp have?
Tfg Financial Group Lp is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Tfg Financial Group Lp's largest employer clients?
By plan participants, the largest include William Morris Companies, LLC (223 participants), Red Ball Oxygen Company, Inc (222 participants) and Synergen LLC (179 participants).
How much does Tfg Financial Group Lp earn in commissions?
Insurers reported $155,220 in broker commissions and $10,385 in fees paid to Tfg Financial Group Lp for plan year 2025, per Schedule A Part 1.
Where is Tfg Financial Group Lp located?
Tfg Financial Group Lp is based in Shreveport, LA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tfg Financial Group Lp 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
William Morris Companies, LLCLA2232025-12-31
Red Ball Oxygen Company, IncLA2222025-07-31
Synergen LLCLA1792025-12-31
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.