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Benefits Intelligence/Broker Directory/Georgia

Robert Lee Smith Estate

Decatur, GA

Robert Lee Smith Estate of Decatur, GA is the broker of record on 34 Form 5500 Schedule A filings covering 9 employer benefit plans across 5 states, with $1,546 in reported broker commissions (plan year 2024).

Employer clients
9
distinct plan sponsors
Schedule A filings
34
States served
5
Reported commissions
$1,546
plan year 2024

Employer clients

Plan sponsors naming Robert Lee Smith Estate 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
Shelter Properties, LLCMD1,9142015-12-31
Atlanta Postal Credit UnionGA2622021-03-31
Hardy Chevrolet, Inc.GA2202016-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.