Fundz
Fundz
Benefits Intelligence/Broker Directory/Virginia

Donna Ross Smith

Powhatan, VA

Donna Ross Smith of Powhatan, VA is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $76 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$76
plan year 2025
Reported fees
$5

Quick answer

Donna Ross Smith (Powhatan, VA) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Donna Ross Smith have?
Donna Ross Smith is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Donna Ross Smith's largest employer clients?
By plan participants, the largest include Troy Construction, LLC (534 participants).
How much does Donna Ross Smith earn in commissions?
Insurers reported $76 in broker commissions and $5 in fees paid to Donna Ross Smith for plan year 2025, per Schedule A Part 1.
Where is Donna Ross Smith located?
Donna Ross Smith is based in Powhatan, VA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Donna Ross Smith 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
Troy Construction, LLCTX5342018-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Virginia

All brokers in Virginia →

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.