Sarah A Robertson
West River, MD
Sarah A Robertson of West River, MD is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 5 states, with $73,450 in reported broker commissions (plan year 2025).
Quick answer
Sarah A Robertson (West River, MD) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Sarah A Robertson have?
- Sarah A Robertson is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.
- Who are Sarah A Robertson's largest employer clients?
- By plan participants, the largest include Fairwind, Inc. (329 participants), Affiliated Sante Group (317 participants) and Open Top Sightseeing Dba Big Bus Tours (165 participants).
- How much does Sarah A Robertson earn in commissions?
- Insurers reported $73,450 in broker commissions paid to Sarah A Robertson for plan year 2025, per Schedule A Part 1.
- Where is Sarah A Robertson located?
- Sarah A Robertson is based in West River, MD and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Sarah A Robertson 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 |
|---|---|---|---|
| Fairwind, Inc. | TX | 329 | 2025-06-30 |
| Affiliated Sante Group | MD | 317 | 2025-12-31 |
| Open Top Sightseeing Dba Big Bus Tours | NY | 165 | 2025-06-30 |
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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.