Billy Mark Roberson
San Antonio, TX
Billy Mark Roberson of San Antonio, TX is the broker of record on 38 Form 5500 Schedule A filings covering 25 employer benefit plans across 5 states, with $12,910 in reported broker commissions (plan year 2025).
Quick answer
Billy Mark Roberson (San Antonio, TX) is the broker of record for 25 employer benefit plan sponsors on 38 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Billy Mark Roberson have?
- Billy Mark Roberson is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 5 states.
- Who are Billy Mark Roberson's largest employer clients?
- By plan participants, the largest include Swbc Professional Employer Services V, LLC Cafeteria Plan (23,093 participants), Bunzl Distribution Usa, Inc. (5,031 participants) and W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants).
- How much does Billy Mark Roberson earn in commissions?
- Insurers reported $12,910 in broker commissions and $1,312 in fees paid to Billy Mark Roberson for plan year 2025, per Schedule A Part 1.
- Where is Billy Mark Roberson located?
- Billy Mark Roberson is based in San Antonio, TX and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Billy Mark Roberson 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 |
|---|---|---|---|
| Swbc Professional Employer Services V, LLC Cafeteria Plan | TX | 23,093 | 2025-12-31 |
| Bunzl Distribution Usa, Inc. | MO | 5,031 | 2025-12-31 |
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,309 | 2025-12-31 |
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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.