Fundz
Fundz
Benefits Intelligence/Broker Directory/Alabama

Kristina Trezise

Alabaster, AL

Kristina Trezise of Alabaster, AL is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $1,480 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$1,480
plan year 2025
Reported fees
$162

Quick answer

Kristina Trezise (Alabaster, AL) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kristina Trezise have?
Kristina Trezise is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Kristina Trezise's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Crown Health Care Laundry Services, LLC (848 participants) and Kumi Manufacturing Alabama LLC (239 participants).
How much does Kristina Trezise earn in commissions?
Insurers reported $1,480 in broker commissions and $162 in fees paid to Kristina Trezise for plan year 2025, per Schedule A Part 1.
Where is Kristina Trezise located?
Kristina Trezise is based in Alabaster, AL and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kristina Trezise 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
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Crown Health Care Laundry Services, LLCFL8482024-12-31
Kumi Manufacturing Alabama LLCAL2392025-12-31
1 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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Other benefits brokers in Alabama

  • Cobbs, Allen & Hall, Inc.: 124 employer clients, $6,875,750,783 reported commissions (Birmingham)
  • Valent Group: 92 employer clients, $6,844,465 reported commissions (Vestavia)
  • Optavise, LLC: 64 employer clients, $3,428,359 reported commissions (Birmingham)
  • Lakeshore Benefit Alliance: 64 employer clients, $2,189,990 reported commissions (Birmingham)
  • Sunstar Insurance Group LLC: 52 employer clients, $3,500,337 reported commissions (Birmingham)
  • Lba Service LLC: 54 employer clients, $215,798 reported commissions (Birmingham)
  • Able Benefit Solutions: 35 employer clients, $1,171,083 reported commissions (Birmingham)
  • Cobbs Allen Capital, LLC: 44 employer clients, $1,932,532 reported commissions (Birmingham)

All brokers in Alabama →

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.