Stacia Robinson
Montgomery, AL
Stacia Robinson of Montgomery, AL is the broker of record on 14 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $820 in reported broker commissions (plan year 2025).
Quick answer
Stacia Robinson (Montgomery, AL) is the broker of record for 9 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Stacia Robinson have?
- Stacia Robinson is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
- Who are Stacia Robinson's largest employer clients?
- By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Truckworx, Inc. (567 participants) and Jay Industrial Repair, Inc (260 participants).
- How much does Stacia Robinson earn in commissions?
- Insurers reported $820 in broker commissions and $65 in fees paid to Stacia Robinson for plan year 2025, per Schedule A Part 1.
- Where is Stacia Robinson located?
- Stacia Robinson is based in Montgomery, AL and has employer clients in 3 states.
- How does Stacia Robinson rank among benefits brokers in Alabama?
- Stacia Robinson ranks #42 by employer clients among the 50 most active benefits brokers based in Alabama.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stacia Robinson 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 |
|---|---|---|---|
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,309 | 2025-12-31 |
| Truckworx, Inc. | AL | 567 | 2024-12-31 |
| Jay Industrial Repair, Inc | AL | 260 | 2024-12-31 |
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Other benefits brokers in Alabama
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- Valent Group: 92 employer clients, $6,844,465 reported commissions (Vestavia)
- Optavise, LLC: 64 employer clients, $3,428,359 reported commissions (Birmingham)
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- Sunstar Insurance Group LLC: 52 employer clients, $3,500,337 reported commissions (Birmingham)
- Lba Service LLC: 54 employer clients, $215,798 reported commissions (Birmingham)
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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.