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Benefits Intelligence/Broker Directory/Mississippi

Margaret Ann Grubbs

Terry, MS

Margaret Ann Grubbs of Terry, MS is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $538 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$538
plan year 2025
Reported fees
$132

Quick answer

Margaret Ann Grubbs (Terry, MS) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Margaret Ann Grubbs have?
Margaret Ann Grubbs is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Margaret Ann Grubbs's largest employer clients?
By plan participants, the largest include Yates Services, LLC (1,913 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Agup Equipment Company (263 participants).
How much does Margaret Ann Grubbs earn in commissions?
Insurers reported $538 in broker commissions and $132 in fees paid to Margaret Ann Grubbs for plan year 2025, per Schedule A Part 1.
Where is Margaret Ann Grubbs located?
Margaret Ann Grubbs is based in Terry, MS and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Margaret Ann Grubbs 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
Yates Services, LLCTN1,9132025-12-31
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Agup Equipment CompanyMS2632025-12-31
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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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.