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Benefits broker of record · CHATTANOOGA, TN

STEPHEN HUNGATE

STEPHEN HUNGATE of CHATTANOOGA, TN is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
$100k–1M
Office state
TN

Book profile

STEPHEN HUNGATE brokers 4 insured contracts for 4 employers, all in Tennessee.

Vision is the largest line (4 contracts), followed by health (3), dental (3).

BLUECROSS BLUESHIELD OF TENNESSEE, INC. writes the most contracts in the book (4, about 100%).

Renewals concentrate on May 1: 50% of the dated welfare contracts have policy years ending in April, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

vision 4 · health 3 · dental 3

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
MARION ENVIRONMENTAL INC.CHATTANOOGA, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.Oct 1FY2025
BORLA PERFORMANCE INDUSTRIES, INC.JOHNSON CITY, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.May 1FY2025
MATSUO INDUSTRIES USA, INCJEFFERSON CITY, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.May 1FY2025
LINCOLN MEMORIAL UNIVERSITY GROUPHARROGATE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.Feb 1FY2026

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)

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STEPHEN HUNGATE — benefits plans brokered · CHATTANOOGA, TN · Form5500Lookup