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Benefits Intelligence/Broker Directory/Arizona

Natalie Dawn Malham

Phoenix, AZ

Natalie Dawn Malham of Phoenix, AZ is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans, with $85,988 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$85,988
plan year 2025
Reported fees
$22,271

Quick answer

Natalie Dawn Malham (Phoenix, AZ) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Natalie Dawn Malham have?
Natalie Dawn Malham is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Natalie Dawn Malham's largest employer clients?
By plan participants, the largest include Sunstate Equipment Co., LLC. (2,371 participants), Hawkeye Electric Inc. (315 participants) and Siteworks Holdings Co. Inc (120 participants).
How much does Natalie Dawn Malham earn in commissions?
Insurers reported $85,988 in broker commissions and $22,271 in fees paid to Natalie Dawn Malham for plan year 2025, per Schedule A Part 1.
Where is Natalie Dawn Malham located?
Natalie Dawn Malham is based in Phoenix, AZ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Natalie Dawn Malham 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
Sunstate Equipment Co., LLC.AZ2,3712024-12-31
Hawkeye Electric Inc.AZ3152025-12-31
Siteworks Holdings Co. IncAZ1202026-03-31
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 Arizona

  • Osaic Wealth Inc: 512 employer clients, $13,124,913 reported commissions (Scottsdale)
  • Stealth Partner Group LLC: 350 employer clients, $14,682,220 reported commissions (Scottsdale)
  • Rogers Benefit Group Inc: 317 employer clients, $2,131,862 reported commissions (Phoenix)
  • Osaic Fa Inc: 223 employer clients, $5,324,402 reported commissions (Scottsdale)
  • Totalis Benefits: 222 employer clients, $1,093,777 reported commissions (Scottsdale)
  • Alterity Broker Solutions, Inc: 140 employer clients, $2,318,282 reported commissions (Scottsdale)
  • Benefit Commerce Grp, An Alera Grp: 80 employer clients, $8,644,835 reported commissions (Scottsdale)
  • 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.