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97 insurance / financial services employers in Tennessee have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $33 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Tennessee employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. | Insurance / Financial Services | Self-funded | 24K | 2022 | Disclosed |
| WILLIS NORTH AMERICA, INC. | Insurance / Financial Services | Self-funded | 14K | 2024 | Disclosed |
| FIRST HORIZON CORPORATION | Insurance / Financial Services | Self-funded | 5.9K | 2025 | Disclosed |
| PINNACLE BANK | Insurance / Financial Services | Self-funded | 3.6K | 2024 | Disclosed |
| ALLIANCEBERNSTEIN L.P. | Insurance / Financial Services | Self-funded | 2.9K | 2024 | Disclosed |
| BOARD OF TRUSTEES SOUTHEASTERN IRONWORKER HEALTH CARE PLAN | Insurance / Financial Services | Self-funded | 2.5K | 2024 | Disclosed |
| FRONTDOOR, INC. | Insurance / Financial Services | Self-funded | 1.7K | 2024 | Disclosed |
| FIRSTBANK | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| BOARD OF TRUSTEES - SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN | Insurance / Financial Services | Self-funded | 1.4K | 2024 | Disclosed |
| IBEW #915 HEALTH & WELFARE FUND | Insurance / Financial Services | Self-funded | 1.1K | 2024 | Disclosed |
| EASTMAN CREDIT UNION | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY WELFARE PLAN | Insurance / Financial Services | Self-funded | 1K | 2024 | Disclosed |
| I3 VERTICALS MANAGEMENT SERVICES, INC. | Insurance / Financial Services | Fully insured | 849 | 2025 | Disclosed |
| SUNSTAR INSURANCE GRROUP, LLC | Insurance / Financial Services | Self-funded | 721 | 2025 | Disclosed |
| CASH EXPRESS, LLC | Insurance / Financial Services | Fully insured | 690 | 2025 | Disclosed |
| KNOXVILLE TVA EMPLOYEES CREDIT UNION | Insurance / Financial Services | Self-funded | 674 | 2025 | Disclosed |
| OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND | Insurance / Financial Services | Self-funded | 662 | 2023 | Disclosed |
| '&PARTNERS, LLC | Insurance / Financial Services | Fully insured | 658 | 2025 | Disclosed |
| WILSON BANK & TRUST | Insurance / Financial Services | Self-funded | 650 | 2025 | Disclosed |
| FIRST ACCEPTANCE CORPORATION | Insurance / Financial Services | Self-funded | 622 | 2025 | Disclosed |
| SMARTBANK | Insurance / Financial Services | Self-funded | 604 | 2025 | Disclosed |
| ORNL FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 576 | 2025 | Disclosed |
| ASCEND FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 555 | 2024 | Disclosed |
| NORTH AMERICAN CREDIT SERVICES | Insurance / Financial Services | Fully insured | 544 | 2024 | Disclosed |
| TENNESSEE VALLEY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 506 | 2025 | Disclosed |
| WAKEFIELD AND ASSOCIATES | Insurance / Financial Services | Self-funded | 471 | 2021 | Disclosed |
| ADVANCE FINANCIAL ADMINISTRATION LLC | Insurance / Financial Services | Self-funded | 470 | 2024 | Disclosed |
| RIVER HORSE LOGISTICS, LLC | Insurance / Financial Services | Self-funded | 466 | 2025 | Disclosed |
| JOINT BOARD OF TRUSTEES | Insurance / Financial Services | Self-funded | 445 | 2024 | Disclosed |
| Y-12 FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 426 | 2025 | Disclosed |
| LUCENT HEALTH SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 393 | 2024 | Disclosed |
| CAPSTAR BANK | Insurance / Financial Services | Self-funded | 358 | 2024 | Disclosed |
| SOUTHEAST BANK | Insurance / Financial Services | Self-funded | 322 | 2025 | Disclosed |
| FIRST COMMUNITY MORTGAGE, INC | Insurance / Financial Services | Fully insured | 304 | 2024 | Disclosed |
| CHURCHILL MORTGAGE CORPORATION | Insurance / Financial Services | Self-funded | 300 | 2025 | Disclosed |
| BPC CORPORATION, INC. | Insurance / Financial Services | Self-funded | 295 | 2021 | Disclosed |
| CITIZENS TRI-COUNTY BANK | Insurance / Financial Services | Self-funded | 293 | 2025 | Disclosed |
| CELERO SERVICES CORPORATION | Insurance / Financial Services | Fully insured | 291 | 2025 | Disclosed |
| IATSE ATLANTA HEALTH AND WELFARE FUND | Insurance / Financial Services | Self-funded | 287 | 2024 | Disclosed |
| RELIANCE PARTNERS, LLC | Insurance / Financial Services | Self-funded | 281 | 2025 | Disclosed |
| FIRST CITIZENS NATIONAL BANK | Insurance / Financial Services | Self-funded | 278 | 2024 | Disclosed |
| TENNESSEE BAR ASSOCIATION | Insurance / Financial Services | Self-funded | 272 | 2023 | Disclosed |
| HOME FEDERAL BANK OF TENNESSEE | Insurance / Financial Services | Self-funded | 264 | 2024 | Disclosed |
| BUILTWELL BANCORP, INC. | Insurance / Financial Services | Self-funded | 250 | 2024 | Disclosed |
| PREMIER HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 244 | 2025 | Disclosed |
| ZANDER GROUP HOLDINGS, INC. | Insurance / Financial Services | Fully insured | 239 | 2024 | Disclosed |
| CITIZENS BANK OF LAFAYETTE | Insurance / Financial Services | Self-funded | 233 | 2024 | Disclosed |
| MORTGAGE INVESTORS GROUP | Insurance / Financial Services | Self-funded | 232 | 2025 | Disclosed |
| BANK OF TENNESSEE | Insurance / Financial Services | Self-funded | 221 | 2025 | Disclosed |
| TENNESSEE STATE BANK | Insurance / Financial Services | Self-funded | 213 | 2025 | Disclosed |
| VINING SPARKS IBG, LLC | Insurance / Financial Services | Fully insured | 209 | 2022 | Disclosed |
| FIRST FARMERS AND MERCHANTS BANK | Insurance / Financial Services | Self-funded | 207 | 2025 | Disclosed |
| SHEET METAL WORKERS LOCAL NO 15 MEDICAL FUND | Insurance / Financial Services | Self-funded | 204 | 2024 | Disclosed |
| SECURITY BANCORP OF TENN, INC. | Insurance / Financial Services | Fully insured | 202 | 2025 | Disclosed |
| F&M BANK | Insurance / Financial Services | Fully insured | 196 | 2023 | Disclosed |
| BENEFIT RECOVERY GROUP, LLC | Insurance / Financial Services | Self-funded | 194 | 2024 | Disclosed |
| LEADERS CREDIT UNION | Insurance / Financial Services | Self-funded | 189 | 2025 | Disclosed |
| PLUMBERS & STEAMFITTERS LOCAL 247 HEALTH & WELFARE FUND | Insurance / Financial Services | Self-funded | 187 | 2024 | Disclosed |
| SAGESPRING WEALTH PARTNERS LLC | Insurance / Financial Services | Fully insured | 186 | 2025 | Disclosed |
| CITIZENS NATIONAL BANK | Insurance / Financial Services | Self-funded | 185 | 2024 | Disclosed |
| FORTERA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 183 | 2025 | Disclosed |
| CITCO COMMUNITY BANCSHARES, INC. | Insurance / Financial Services | Fully insured | 183 | 2025 | Disclosed |
| VOLUNTEER BANK | Insurance / Financial Services | Self-funded | 169 | 2025 | Disclosed |
| COMMERCIAL BANCGROUP INC. | Insurance / Financial Services | Self-funded | 167 | 2025 | Disclosed |
| COMMERCIAL BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 164 | 2024 | Disclosed |
| VELOCITY RISK UNDERWRITERS LLC | Insurance / Financial Services | Fully insured | 158 | 2022 | Disclosed |
| FIRST NATIONAL BANK OF PULASKI | Insurance / Financial Services | Self-funded | 154 | 2025 | Disclosed |
| VOLUNTEER STATE BANK | Insurance / Financial Services | Self-funded | 152 | 2023 | Disclosed |
| APEX BANK | Insurance / Financial Services | Fully insured | 147 | 2024 | Disclosed |
| MOSCOW BANCSHARES, INC. | Insurance / Financial Services | Fully insured | 145 | 2023 | Disclosed |
| FIRST NATIONAL BANK OF TENNESSEE EMPLOYEE BENEFIT PLAN | Insurance / Financial Services | Self-funded | 145 | 2025 | Disclosed |
| ORION FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 144 | 2025 | Disclosed |
| FIRST FEDERAL BANK | Insurance / Financial Services | Self-funded | 143 | 2023 | Disclosed |
| STATE VOLUNTEER MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 143 | 2024 | Disclosed |
| BRENTWOOD SERVICES, INC. | Insurance / Financial Services | Self-funded | 143 | 2021 | Disclosed |
| TENNESSEE DENTAL ASSOCIATION | Insurance / Financial Services | Self-funded | 135 | 2023 | Disclosed |
| SOUTHEAST FINANCIAL CREDIT UNION | Insurance / Financial Services | Self-funded | 132 | 2024 | Disclosed |
| FEDEX EMPLOYEES CREDIT ASSOCIATION | Insurance / Financial Services | Self-funded | 120 | 2025 | Disclosed |
| COMMERCIAL INSURANCE ASSOCIATES LLC | Insurance / Financial Services | Fully insured | 120 | 2025 | Disclosed |
| CAREPAYMENT TECHNOLOGIES, INC. | Insurance / Financial Services | Self-funded | 120 | 2025 | Disclosed |
| GUARANTY HOME MORTGAGE CORPORATION | Insurance / Financial Services | Self-funded | 115 | 2022 | Disclosed |
| THE TRUST COMPANY OF TENNESSEE | Insurance / Financial Services | Fully insured | 114 | 2025 | Disclosed |
| FRIST CAPITAL, LLC | Insurance / Financial Services | Self-funded | 112 | 2018 | Disclosed |
| ACOPIA LLC | Insurance / Financial Services | Fully insured | 110 | 2025 | Disclosed |
| THE HARDIN COUNTY BANK | Insurance / Financial Services | Fully insured | 107 | 2024 | Disclosed |
| SIMPLYBANK | Insurance / Financial Services | Self-funded | 106 | 2024 | Disclosed |
| DESIGNWORKS INVESTMENTS LLC | Insurance / Financial Services | Self-funded | 105 | 2025 | Disclosed |
| BANK OF BARTLETT, INC. | Insurance / Financial Services | Self-funded | 101 | 2025 | Disclosed |
| MACON BANK AND TRUST COMPANY | Insurance / Financial Services | Fully insured | 95 | 2024 | Disclosed |
| BCBST - SANITAS I LLC | Insurance / Financial Services | Fully insured | 92 | 2024 | Disclosed |
| APPROVED CASH ADVANCE, INC. | Insurance / Financial Services | Fully insured | 64 | 2022 | Disclosed |
| JOINT BOARD OF TRUSTEES SOUTH CENTRAL LABORERS H&W FUND | Insurance / Financial Services | Self-funded | 48 | 2024 | Disclosed |
| NEPHILA ADVISORS, LLC | Insurance / Financial Services | Fully insured | 41 | 2021 | Disclosed |
| TOP NOTCH SECURITY, INC | Insurance / Financial Services | Self-funded | 19 | 2023 | Disclosed |
| RESOUND CREDIT UNION | Insurance / Financial Services | Fully insured | — | 2025 | Disclosed |
| GUARDIAN HEALTHCARE PROVIDERS, INC. | Insurance / Financial Services | Fully insured | — | 2021 | Disclosed |
| JONES MANAGEMENT INC. | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.