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Benefits Intelligence/Broker Directory/Arizona

Rene Adrian Rodriguez

Phoenix, AZ

Rene Adrian Rodriguez of Phoenix, AZ is the broker of record on 19 Form 5500 Schedule A filings covering 13 employer benefit plans across 6 states, with $8,888 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
19
States served
6
Reported commissions
$8,888
plan year 2025
Reported fees
$742

Quick answer

Rene Adrian Rodriguez (Phoenix, AZ) is the broker of record for 13 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Rene Adrian Rodriguez have?
Rene Adrian Rodriguez is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 6 states.
Who are Rene Adrian Rodriguez's largest employer clients?
By plan participants, the largest include Mvt Holdings, LLC (6,038 participants), Firstfleet, Inc. (2,423 participants) and Gaughan South LLC (2,359 participants).
How much does Rene Adrian Rodriguez earn in commissions?
Insurers reported $8,888 in broker commissions and $742 in fees paid to Rene Adrian Rodriguez for plan year 2025, per Schedule A Part 1.
Where is Rene Adrian Rodriguez located?
Rene Adrian Rodriguez is based in Phoenix, AZ and has employer clients in 6 states.
How does Rene Adrian Rodriguez rank among benefits brokers in Arizona?
Rene Adrian Rodriguez ranks #44 by employer clients among the 50 most active benefits brokers based in Arizona.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Rene Adrian Rodriguez 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
Mvt Holdings, LLCNM6,0382024-12-31
Firstfleet, Inc.TN2,4232024-12-31
Gaughan South LLCNV2,3592025-12-31
10 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.