Form 5500 · Employee benefit plan · KNOXVILLE, TN
EDFINANCIAL HOLDINGS, LLC
EDFINANCIAL HOLDINGS, LLC of KNOXVILLE, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ROBERT PEACE. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-5316418 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Health | 735 | December | $125,908 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 1,338 | December | $43,061 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 991 | December | $5,663 |
| EMPLOYEE NETWORK, INC. | — | 717 | December | $0 |
| MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH | — | 585 | December | $0 |
Questions
Who is EDFINANCIAL HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, EDFINANCIAL HOLDINGS, LLC's broker of record is ROBERT PEACE.
What insurance carrier does EDFINANCIAL HOLDINGS, LLC use?
EDFINANCIAL HOLDINGS, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC., among 5 disclosed carriers.
When does EDFINANCIAL HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for EDFINANCIAL HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EDFINANCIAL HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.