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Benefits Intelligence/Broker Directory/New Mexico

Henry Tolbert Sr

Rio Rancho, NM

Henry Tolbert Sr of Rio Rancho, NM is the broker of record on 22 Form 5500 Schedule A filings covering 11 employer benefit plans across 11 states, with $1,790 in reported broker commissions (plan year 2016).

Employer clients
11
distinct plan sponsors
Schedule A filings
22
States served
11
Reported commissions
$1,790
plan year 2016
Reported fees
$119

Employer clients

Plan sponsors naming Henry Tolbert Sr 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
Fidelity National Financial, Inc.FL13,5812011-12-31
Crawford & Company & SubsidiariesGA3,5142011-12-31
Basic Energy Services, L.P.TX2,8982010-05-31
8 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.