Desiree Robertson
Salt Lake City, UT
Desiree Robertson of Salt Lake City, UT is the broker of record on 15 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $9,371 in reported broker commissions (plan year 2025).
Quick answer
Desiree Robertson (Salt Lake City, UT) is the broker of record for 11 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Desiree Robertson have?
- Desiree Robertson is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 3 states.
- Who are Desiree Robertson's largest employer clients?
- By plan participants, the largest include Paragon Industries Inc (1,062 participants), Small Mine Development LLC (367 participants) and 4life Research, LLC (337 participants).
- How much does Desiree Robertson earn in commissions?
- Insurers reported $9,371 in broker commissions paid to Desiree Robertson for plan year 2025, per Schedule A Part 1.
- Where is Desiree Robertson located?
- Desiree Robertson is based in Salt Lake City, UT and has employer clients in 3 states.
- How does Desiree Robertson rank among benefits brokers in Utah?
- Desiree Robertson ranks #25 by employer clients among the 50 most active benefits brokers based in Utah.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Desiree Robertson 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 |
|---|---|---|---|
| Paragon Industries Inc | CA | 1,062 | 2025-12-31 |
| Small Mine Development LLC | ID | 367 | 2025-06-30 |
| 4life Research, LLC | UT | 337 | 2024-12-31 |
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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.