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Benefits Intelligence/Broker Directory/Arizona

Michael P Roldan

Scottsdale, AZ

Michael P Roldan of Scottsdale, AZ is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $764 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$764
plan year 2024
Reported fees
$63

Quick answer

Michael P Roldan (Scottsdale, AZ) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Michael P Roldan have?
Michael P Roldan is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Michael P Roldan's largest employer clients?
By plan participants, the largest include Ug Enterprises, Inc. (315 participants) and Rvnahealth (209 participants).
How much does Michael P Roldan earn in commissions?
Insurers reported $764 in broker commissions and $63 in fees paid to Michael P Roldan for plan year 2024, per Schedule A Part 1.
Where is Michael P Roldan located?
Michael P Roldan is based in Scottsdale, AZ and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Michael P Roldan 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
Ug Enterprises, Inc.NY3152021-06-30
RvnahealthCT2092024-12-31

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  • Bcbs Of Arizona: 78 employer clients, $381,817 reported commissions (Phoenix)

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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.