Robert M Hotaling
Melville, NY
Robert M Hotaling of Melville, NY is the broker of record on 9 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $204,827 in reported broker commissions (plan year 2025).
Quick answer
Robert M Hotaling (Melville, NY) is the broker of record for 7 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Robert M Hotaling have?
- Robert M Hotaling is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
- Who are Robert M Hotaling's largest employer clients?
- By plan participants, the largest include Gersh Academy, Inc (447 participants), Susser Bank (307 participants) and Itex Property Management LLC (169 participants).
- How much does Robert M Hotaling earn in commissions?
- Insurers reported $204,827 in broker commissions paid to Robert M Hotaling for plan year 2025, per Schedule A Part 1.
- Where is Robert M Hotaling located?
- Robert M Hotaling is based in Melville, NY and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Robert M Hotaling 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 |
|---|---|---|---|
| Gersh Academy, Inc | NY | 447 | 2024-12-31 |
| Susser Bank | TX | 307 | 2025-03-31 |
| Itex Property Management LLC | TX | 169 | 2025-12-31 |
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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.