Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Daniel Martin Roman

Selma, TX

Daniel Martin Roman of Selma, TX is the broker of record on 12 Form 5500 Schedule A filings covering 12 employer benefit plans across 3 states, with $1,256 in reported broker commissions (plan year 2024).

Employer clients
12
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$1,256
plan year 2024
Reported fees
$2,069

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 BankTX5492024-12-31
C&R Management Group LLCOR3212024-12-31
9 more employer clients are on this firm's record, with each plan's renewal date. 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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Texas

All brokers in Texas

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.