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Benefits Intelligence/Broker Directory/Alabama

Robert Trott

Montgomery, AL

Robert Trott of Montgomery, AL is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $225,237 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$225,237
plan year 2025

Quick answer

Robert Trott (Montgomery, AL) is the broker of record for 5 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Robert Trott have?
Robert Trott is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Robert Trott's largest employer clients?
By plan participants, the largest include Joon LLC, Dba Ajin Usa (493 participants), Seoyon E-Hwa Manufacturing Auburn, Inc. (218 participants) and Joon Georgia, Inc.Dba Ajin Georgia (166 participants).
How much does Robert Trott earn in commissions?
Insurers reported $225,237 in broker commissions paid to Robert Trott for plan year 2025, per Schedule A Part 1.
Where is Robert Trott located?
Robert Trott is based in Montgomery, AL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Robert Trott 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
Joon LLC, Dba Ajin UsaAL4932026-02-28
Seoyon E-Hwa Manufacturing Auburn, Inc.AL2182025-12-31
Joon Georgia, Inc.Dba Ajin GeorgiaGA1662026-02-28
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Alabama

  • Cobbs, Allen & Hall, Inc.: 124 employer clients, $6,875,750,783 reported commissions (Birmingham)
  • Valent Group: 92 employer clients, $6,844,465 reported commissions (Vestavia)
  • Optavise, LLC: 64 employer clients, $3,428,359 reported commissions (Birmingham)
  • Lakeshore Benefit Alliance: 64 employer clients, $2,189,990 reported commissions (Birmingham)
  • Sunstar Insurance Group LLC: 52 employer clients, $3,500,337 reported commissions (Birmingham)
  • Lba Service LLC: 54 employer clients, $215,798 reported commissions (Birmingham)
  • Able Benefit Solutions: 35 employer clients, $1,171,083 reported commissions (Birmingham)
  • Cobbs Allen Capital, LLC: 44 employer clients, $1,932,532 reported commissions (Birmingham)

All brokers in Alabama →

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.