How many employer clients does Robert D Allen have?

Robert D Allen is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.

Who are Robert D Allen's largest employer clients?

By plan participants, the largest include Packaging Specialties, Inc. (754 participants), Hiley Cars Hurst L.P. (354 participants) and Barbri, Inc (345 participants).

How much does Robert D Allen earn in commissions?

Insurers reported $2,214 in broker commissions and $57 in fees paid to Robert D Allen for plan year 2025, per Schedule A Part 1.

Where is Robert D Allen located?

Robert D Allen is based in Peoria, AZ and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Arizona

Robert D Allen

Peoria, AZ

Robert D Allen of Peoria, AZ is the broker of record on 10 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $2,214 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$2,214

plan year 2025

Reported fees

$57

Quick answer

Robert D Allen (Peoria, AZ) is the broker of record for 9 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Robert D Allen have?: Robert D Allen is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
Who are Robert D Allen's largest employer clients?: By plan participants, the largest include Packaging Specialties, Inc. (754 participants), Hiley Cars Hurst L.P. (354 participants) and Barbri, Inc (345 participants).
How much does Robert D Allen earn in commissions?: Insurers reported $2,214 in broker commissions and $57 in fees paid to Robert D Allen for plan year 2025, per Schedule A Part 1.
Where is Robert D Allen located?: Robert D Allen is based in Peoria, AZ and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Robert D Allen on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Packaging Specialties, Inc.	AR	754	2025-12-31
Hiley Cars Hurst L.P.	TX	354	2025-06-30
Barbri, Inc	TX	345	2025-12-31

6 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.