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Benefits Intelligence/Broker Directory/California

Michelle Roberts

Sunnyvale, CA

Michelle Roberts of Sunnyvale, CA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $3,159 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$3,159
plan year 2025

Employer clients

Plan sponsors naming Michelle Roberts 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
Price Family DealershipsCA9632025-12-31
Price Family DealershipsCA9462024-12-31
Alcal Industries, Inc.CA2842024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.