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Benefits Intelligence/Broker Directory/Georgia

The Mathis-Hill-Robertson Agency

Atlanta, GA

The Mathis-Hill-Robertson Agency of Atlanta, GA is the broker of record on 270 Form 5500 Schedule A filings covering 166 employer benefit plans across 20 states, with $58,878 in reported broker commissions (plan year 2023).

Employer clients
166
distinct plan sponsors
Schedule A filings
270
States served
20
Reported commissions
$58,878
plan year 2023
Reported fees
$83

Employer clients

Plan sponsors naming The Mathis-Hill-Robertson Agency 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX40,2432019-12-31
Qualfon DsgCO2,0272018-12-31
Grace Healthcare, LLCTN1,6822016-12-31
163 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.