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Benefits Intelligence/Broker Directory/Texas

Robert K Whitt

Austin, TX

Robert K Whitt of Austin, TX is the broker of record on 18 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $4,380 in reported broker commissions (plan year 2024).

Employer clients
8
distinct plan sponsors
Schedule A filings
18
States served
3
Reported commissions
$4,380
plan year 2024
Reported fees
$173

Employer clients

Plan sponsors naming Robert K Whitt 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 LLCAZ1,2862015-12-31
Et Investments LLCCO3432024-12-31
The Safe AllianceTX2752024-03-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.