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Benefits Intelligence/Broker Directory/Texas

Daniel Martin Roman

Selma, TX

Daniel Martin Roman of Selma, TX is the broker of record on 15 Form 5500 Schedule A filings covering 12 employer benefit plans across 3 states, with $1,635 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
15
States served
3
Reported commissions
$1,635
plan year 2025
Reported fees
$3,176

Quick answer

Daniel Martin Roman (Selma, TX) is the broker of record for 12 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Daniel Martin Roman have?
Daniel Martin Roman is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 3 states.
Who are Daniel Martin Roman's largest employer clients?
By plan participants, the largest include Fred Haas Toyota (665 participants), Lone Star National Bank (465 participants) and C&R Management Group LLC (321 participants).
How much does Daniel Martin Roman earn in commissions?
Insurers reported $1,635 in broker commissions and $3,176 in fees paid to Daniel Martin Roman for plan year 2025, per Schedule A Part 1.
Where is Daniel Martin Roman located?
Daniel Martin Roman is based in Selma, TX and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Daniel Martin Roman 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
Fred Haas ToyotaTX6652024-12-31
Lone Star National BankTX4652025-12-31
C&R Management Group LLCOR3212024-12-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.