Alan Roman
Saint Louis, MO
Alan Roman of Saint Louis, MO is the broker of record on 17 Form 5500 Schedule A filings covering 13 employer benefit plans across 9 states, with $4,896 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Alan Roman 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 |
|---|---|---|---|
| Relish Labs, LLC Dba Home Chef | IL | 2,030 | 2024-12-31 |
| Envestnet Financial Technologies, Inc. | PA | 1,591 | 2024-12-31 |
| Marsh & Mclennan Agency, LLC | MN | 1,575 | 2025-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Missouri
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.