Valerie Robertson
Saint Louis, MO
Valerie Robertson of Saint Louis, MO is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $295 in reported broker commissions (plan year 2025).
Quick answer
Valerie Robertson (Saint Louis, MO) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Valerie Robertson have?
- Valerie Robertson is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
- Who are Valerie Robertson's largest employer clients?
- By plan participants, the largest include Health Systems, Inc (1,516 participants), Hulsing Enterprises, LLC (260 participants) and Defender Services, Inc. (226 participants).
- How much does Valerie Robertson earn in commissions?
- Insurers reported $295 in broker commissions and $67 in fees paid to Valerie Robertson for plan year 2025, per Schedule A Part 1.
- Where is Valerie Robertson located?
- Valerie Robertson is based in Saint Louis, MO and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Valerie 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 |
|---|---|---|---|
| Health Systems, Inc | MO | 1,516 | 2025-06-30 |
| Hulsing Enterprises, LLC | KS | 260 | 2025-12-31 |
| Defender Services, Inc. | SC | 226 | 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.