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Benefits Intelligence/Broker Directory/Michigan

Charles W Roberts

Germfask, MI

Charles W Roberts of Germfask, MI is the broker of record on 10 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $692 in reported broker commissions (plan year 2023).

Employer clients
4
distinct plan sponsors
Schedule A filings
10
States served
3
Reported commissions
$692
plan year 2023

Employer clients

Plan sponsors naming Charles W Roberts on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Ciena Healthcare Management, Inc Health And Welfare PlanMI3,6232024-04-30
Administrative Employer ServicesMI2,0972019-12-31
Gemini GroupAL9572022-03-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.