Benefits BrokerAtlas

Benefits brokers in Birmingham, AL

97 benefits brokers in Birmingham — 97 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (81)Retirement plans (17)Median plan under 200 participants (25)Median plan 200 to 999 participants (56)Median plan 1,000+ participants (16)Fees reported as well as commissions (49)
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Lockton Companies, LLC3800 Colonnade Parkway, Suite 150 · Birmingham, AL 35243 · Health and welfare plans147 plan filings · $2,800,452 disclosed · median 1,877 participantsNamed in Form 5500 filingsCobbs Allen & Hall, INC.115 Office Park Drive, Suite 200 · Birmingham, AL 35223 · Health and welfare plans123 plan filings · $6,870,645,909 disclosed · median 243 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.2000 Morris Avenue, Suite 1400 · Birmingham, AL 35203 · Health and welfare plans89 plan filings · $6,593,402 disclosed · median 738 participantsNamed in Form 5500 filingsOptavise, LLC120 18th Street South, Suite 102 · Birmingham, AL 35233 · Health and welfare plans48 plan filings · $1,988,793 disclosed · median 1,483 participantsNamed in Form 5500 filingsLakeshore Benefit Alliance700 37th Street South · Birmingham, AL 35222 · Health and welfare plans47 plan filings · $1,128,079 disclosed · median 173 participantsNamed in Form 5500 filingsSteven Ray Griffin2000 Morris Avenue, Suite 1400 · Birmingham, AL 35203 · Health and welfare plans30 plan filings · $72,286 disclosed · median 1,463 participantsNamed in Form 5500 filingsAble Benefit Solutions INCPO Box 11407, Dept #2142 · Birmingham, AL 35246 · Health and welfare plans26 plan filings · $482,342 disclosed · median 301 participantsNamed in Form 5500 filingsRxbenefits3700 Colonnade Parkway · Birmingham, AL 35243 · Health and welfare plans25 plan filings · $74,230 disclosed · median 199 participantsNamed in Form 5500 filingsCobbs Allen Capital, LLC115 Office Park Drive, Suite 200 · Birmingham, AL 35223 · Health and welfare plans21 plan filings · $673,573 disclosed · median 271 participantsNamed in Form 5500 filingsCarole H Warren2716 Hanover Circle South, Apartment 801 · Birmingham, AL 35205 · Health and welfare plans18 plan filings · $8,776 disclosed · median 157 participantsNamed in Form 5500 filings
Willis Towers Watson Southeast2101 6th Avenue N, Ste 725 · Birmingham, AL 35203 · Health and welfare plans18 plan filings · $628,748 disclosed · median 913 participantsNamed in Form 5500 filingsAble Benefit Solutions3800 Colonnade Pkwy Ste 240 · Birmingham, AL 35243 · Health and welfare plans16 plan filings · $350,613 disclosed · median 271 participantsNamed in Form 5500 filingsProvidence Benefits LLC2000 Providence Park, Suite 200 · Birmingham, AL 35242 · Health and welfare plans16 plan filings · $260,393 disclosed · median 192 participantsNamed in Form 5500 filingsLba Service, LLC700 37th Street South · Birmingham, AL 35222 · Health and welfare plans15 plan filings · $34,463 disclosed · median 173 participantsNamed in Form 5500 filingsTodd Boozer2900 Cahaba Road · Birmingham, AL 35223 · Health and welfare plans15 plan filings · $2,910 disclosed · median 204 participantsNamed in Form 5500 filingsLba Service, LLC414 Meadowbrook Lane · Birmingham, AL 35213 · Health and welfare plans14 plan filings · $43,783 disclosed · median 236 participantsNamed in Form 5500 filingsJ S Benefits INC2200 Lakeshore Drive, Suite 215 · Birmingham, AL 35209 · Health and welfare plans13 plan filings · $592,623 disclosed · median 184 participantsNamed in Form 5500 filingsGriffin, Steven, Ray2000 Morris Avenue, Suite 1400 · Birmingham, AL 35203 · Health and welfare plans12 plan filings · $50,968 disclosed · median 1,206 participantsNamed in Form 5500 filingsRx Benefits3500 Blue Lake Drive · Birmingham, AL 35243 · Health and welfare plans12 plan filings · $252,243 disclosed · median 260 participantsNamed in Form 5500 filingsPearce Bevill Leesburg Moore PC110 Office Park Drive, Ste 100 · Birmingham, AL 35223 · Retirement plans11 plan filings · $27,015 disclosed · median 20 participantsNamed in Form 5500 filingsPriestley Company3500 Blue Lake Dr, Ste 280 · Birmingham, AL 35243 · Health and welfare plans11 plan filings · $266,736 disclosed · median 186 participantsNamed in Form 5500 filingsLba Service LLC1510 Smolian Place · Birmingham, AL 35205 · Health and welfare plans10 plan filings · $35,178 disclosed · median 288 participantsNamed in Form 5500 filingsSunstar Insurance Group LLC2140 11th Ave S, Ste 400 · Birmingham, AL 35205 · Health and welfare plans9 plan filings · $479,765 disclosed · median 226 participantsNamed in Form 5500 filingsLakeshore Benefit Alliance LLC1510 Smolian Place · Birmingham, AL 35205 · Health and welfare plans8 plan filings · $220,708 disclosed · median 201 participantsNamed in Form 5500 filingsAbe Smith, INC.700 37th Street South · Birmingham, AL 35222 · Health and welfare plans7 plan filings · $97,889 disclosed · median 203 participantsNamed in Form 5500 filingsCobbs-Allen & Hall INC115 Office Park Drive · Birmingham, AL 35253 · Health and welfare plans7 plan filings · $384,243 disclosed · median 298 participantsNamed in Form 5500 filingsJames T Murfee120 Office Park Drive, Suite 100 · Birmingham, AL 35223 · Retirement plans7 plan filings · $218,084 disclosed · median 358 participantsNamed in Form 5500 filingsConcourse Financial Group2801 Highway 280 S · Birmingham, AL 35223 · Retirement plans6 plan filings · $27,747 disclosed · median 22 participantsNamed in Form 5500 filingsDirectpath LLC120 18th St S, Ste 102 · Birmingham, AL 35233 · Health and welfare plans6 plan filings · $401,781 disclosed · median 2,705 participantsNamed in Form 5500 filingsNbc Securities INC1927 1st Ave N · Birmingham, AL 35203 · Retirement plans6 plan filings · $147,657 disclosed · median 261 participantsNamed in Form 5500 filingsConcourse Financial Group Securitie2801 Highway 280 S · Birmingham, AL 35223 · Retirement plans5 plan filings · $87,219 disclosed · median 187 participantsNamed in Form 5500 filingsHerring, Richard Fuller246 Inverness Center Dr · Birmingham, AL 35242 · Health and welfare plans5 plan filings · $141 disclosed · median 235 participantsNamed in Form 5500 filingsJs Benefits INC.2200 Lakeshore Dr., Ste 215 · Birmingham, AL 35209 · Health and welfare plans5 plan filings · $554,085 disclosed · median 591 participantsNamed in Form 5500 filingsMcGriff Insurance ServicesPO Box 10265 · Birmingham, AL 35202 · Health and welfare plans5 plan filings · $237,697 disclosed · median 604 participantsNamed in Form 5500 filingsMurfee Meadows INC120 Office Park Drive, Suite 100 · Birmingham, AL 35223 · Health and welfare plans5 plan filings · $74,360 disclosed · median 279 participantsNamed in Form 5500 filingsRbh Benefits INC.4417 Old Leeds Road · Birmingham, AL 35213 · Health and welfare plans5 plan filings · $199,845 disclosed · median 159 participantsNamed in Form 5500 filingsSa Stone Wealth Management2 Perimeter Park S Ste 500w · Birmingham, AL 35243 · Retirement plans5 plan filings · $63,114 disclosed · median 367 participantsNamed in Form 5500 filingsSma Services, INC.3500 Blue Lake Drive, Suite 360 · Birmingham, AL 35243 · Retirement plans5 plan filings · $25,778 disclosed · median 205 participantsNamed in Form 5500 filingsSteven Griffin2000 Morris Ave., Suite 1400 · Birmingham, AL 35203 · Health and welfare plans5 plan filings · $3,009 disclosed · median 1,409 participantsNamed in Form 5500 filingsBenefits for Everyone700 37th Street South · Birmingham, AL 35222 · Health and welfare plans4 plan filings · $13,095 disclosed · median 544 participantsNamed in Form 5500 filingsBenetech Administrators, INC.P.o. Box 530967 · Birmingham, AL 35253 · Retirement plans4 plan filings · $63,325 disclosed · median 301 participantsNamed in Form 5500 filingsCobbs Allen Hall of Alabama115 Office Park Drive · Birmingham, AL 35223 · Health and welfare plans4 plan filings · $95,413 disclosed · median 226 participantsNamed in Form 5500 filingsHarry H Bayer2130 Highland Avenue S, Suite 322 · Birmingham, AL 35205 · Health and welfare plans4 plan filings · $48,761 disclosed · median 204 participantsNamed in Form 5500 filingsMcGriff Insurance Services2211 7th Avenue South · Birmingham, AL 35233 · Health and welfare plans4 plan filings · $24,632 disclosed · median 756 participantsNamed in Form 5500 filingsMcGriff Seibels & Williams INC2211 7th Ave South · Birmingham, AL 35233 · Health and welfare plans4 plan filings · $277,837 disclosed · median 4,254 participantsNamed in Form 5500 filingsPatriot Growth DBA Worksite BenefitSte 100, 22 Inverness Center Parkway · Birmingham, AL 35242 · Health and welfare plans4 plan filings · $572,044 disclosed · median 3,720 participantsNamed in Form 5500 filingsPatriot Growth Insurance Services22 Inverness Center Pkwy Suite 140 · Birmingham, AL 35242 · Health and welfare plans4 plan filings · $55,576 disclosed · median 190 participantsNamed in Form 5500 filingsCobbs Allen115 Office Park Drive · Birmingham, AL 35223 · Health and welfare plans3 plan filings · $115,049 disclosed · median 264 participantsNamed in Form 5500 filingsGallagher Benefit Services DBA Cba2000 Morris Ave Ste 1400 · Birmingham, AL 35203 · Health and welfare plans3 plan filings · $5,887 disclosed · median 202 participantsNamed in Form 5500 filingsHarmon Dennis Bradshaw2 Perimiter Park South Suite 450, West · Birmingham, AL 35243 · Health and welfare plans3 plan filings · $46,369 disclosed · median 173 participantsNamed in Form 5500 filingsLakeshore Benefits Alliance700 37th Street South · Birmingham, AL 35222 · Health and welfare plans3 plan filings · $83,759 disclosed · median 237 participantsNamed in Form 5500 filingsLakeshore Benefits Alliance LLC1510 Smolian Place · Birmingham, AL 35205 · Health and welfare plans3 plan filings · $71,131 disclosed · median 535 participantsNamed in Form 5500 filingsMcGriff Insurance Services INC2000 International Park Dr Ste 600 · Birmingham, AL 35243 · Health and welfare plans3 plan filings · $7,908 disclosed · median 238 participantsNamed in Form 5500 filingsNma INC1901 6th Avenue N Ste 2800 · Birmingham, AL 35203 · Health and welfare plans3 plan filings · $2,765 disclosed · median 1,825 participantsNamed in Form 5500 filingsPatriot Growth DBA Worksite Service22 Inverness Center Pkwy, Ste 100 · Birmingham, AL 35242 · Health and welfare plans3 plan filings · $151 disclosed · median 221 participantsNamed in Form 5500 filingsPearce,bevill,leesburg,moore P.C.,110 Office Park Drive Suite 100 · Birmingham, AL 35223 · Retirement plans3 plan filings · $3,859 disclosed · median 51 participantsNamed in Form 5500 filingsS. S. Nesbitt & CO, INC.Blue Lake Drive, Suite 120 · Birmingham, AL 35243 · Health and welfare plans3 plan filings · $89,729 disclosed · median 854 participantsNamed in Form 5500 filingsUsi Insurance Services LLC1 Perimiter Park South, Suite 344n · Birmingham, AL 35243 · Health and welfare plans3 plan filings · $1,845 disclosed · median 154 participantsNamed in Form 5500 filingsWilliam Hartsfield Jr115 Office Park Drive, Suite 200 · Birmingham, AL 35223 · Health and welfare plans3 plan filings · $25,242 disclosed · median 227 participantsNamed in Form 5500 filingsAnderson Williams McKinnisP O Box 380968 · Birmingham, AL 35238 · Health and welfare plans2 plan filings · $21,457 disclosed · median 189 participantsNamed in Form 5500 filingsCarter Consulting Group700 37th Street South · Birmingham, AL 35222 · Health and welfare plans2 plan filings · $1,251 disclosed · median 234 participantsNamed in Form 5500 filingsChristopher Waltman1901 Sixth Avenue N, Suite 2800 · Birmingham, AL 35203 · Health and welfare plans2 plan filings · $5,591 disclosed · median 1,927 participantsNamed in Form 5500 filingsConcourse Financial INC2801 Highway 280 South · Birmingham, AL 35223 · Retirement plans2 plan filings · $6,794 disclosed · median 70 participantsNamed in Form 5500 filingsEstes Pegram Hollifield300 Vestavia Parkway, Suite 300 · Birmingham, AL 35216 · Health and welfare plans2 plan filings · $139,719 disclosed · median 363 participantsNamed in Form 5500 filingsFnbb Capital Markets LLCProducer Christian Corts, 600 University Park Place, #38 · Birmingham, AL 35209 · Retirement plans2 plan filings · $16,350 disclosed · median 181 participantsNamed in Form 5500 filingsGilmer Advisors2320 Highland Ave S, Ste 290e · Birmingham, AL 35205 · Health and welfare plans2 plan filings · $200,635 disclosed · median 3,376 participantsNamed in Form 5500 filingsIma, INC.3500 Blue Lake Drive, Suite 120 · Birmingham, AL 35243 · Health and welfare plans2 plan filings · $91,842 disclosed · median 465 participantsNamed in Form 5500 filingsJ R Prewitt & Assoc INCP O Box 55088 · Birmingham, AL 35255 · Health and welfare plans2 plan filings · $78,044 disclosed · median 342 participantsNamed in Form 5500 filingsKestra Investment Services LLC1747 Resses St Ste 215 · Birmingham, AL 35209 · Retirement plans2 plan filings · $7,687 disclosed · median 30 participantsNamed in Form 5500 filingsLakeshore Benefit Alliance LLC414 Meadowbrook Lane · Birmingham, AL 35213 · Health and welfare plans2 plan filings · $29,961 disclosed · median 239 participantsNamed in Form 5500 filingsLakeshore Benefits Alliance700 37th Street S · Birmingham, AL 32016 · Health and welfare plans2 plan filings · $81,043 disclosed · median 212 participantsNamed in Form 5500 filingsLba Service700 37th Street S · Birmingham, AL 32016 · Health and welfare plans2 plan filings · $10,374 disclosed · median 212 participantsNamed in Form 5500 filingsLba Services1510 Smolian Place · Birmingham, AL 35205 · Health and welfare plans2 plan filings · $2,867 disclosed · median 341 participantsNamed in Form 5500 filingsLba Services, LLC700 37th St South · Birmingham, AL 35222 · Health and welfare plans2 plan filings · $3,961 disclosed · median 129 participantsNamed in Form 5500 filingsLba Services, LLC.414 Meadowbrook Lane · Birmingham, AL 35213 · Health and welfare plans2 plan filings · $9,050 disclosed · median 674 participantsNamed in Form 5500 filingsLeslie T. Cumptan4 Abbey Lane · Birmingham, AL 35226 · Health and welfare plans2 plan filings · $1,179 disclosed · median 263 participantsNamed in Form 5500 filingsMcGriff Insurance ServicesP O Box 2153 Department 268 · Birmingham, AL 35287 · Health and welfare plans2 plan filings · $36,279 disclosed · median 372 participantsNamed in Form 5500 filingsMike Anthony Priestley3500 Blue Lake Drive, Suite 280 · Birmingham, AL 35243 · Health and welfare plans2 plan filings · $305 disclosed · median 624 participantsNamed in Form 5500 filingsMy Advisor1102 20th St S, Ste a · Birmingham, AL 35205 · Health and welfare plans2 plan filings · $84,522 disclosed · median 235 participantsNamed in Form 5500 filingsMy Advisor, INC.2121 1st Avenue North, Suite 201 · Birmingham, AL 35203 · Health and welfare plans2 plan filings · $51,472 disclosed · median 578 participantsNamed in Form 5500 filingsOne Source Brokerage, INC.2170 Clearbrook Road, Suite 205 · Birmingham, AL 35226 · Health and welfare plans2 plan filings · $3,726 disclosed · median 499 participantsNamed in Form 5500 filingsParrish & Associates4959 Meadowbrook Road · Birmingham, AL 35242 · Health and welfare plans2 plan filings · $3,047 disclosed · median 1,955 participantsNamed in Form 5500 filingsPatriot Growth22 Inverness Center Parkway · Birmingham, AL 35242 · Health and welfare plans2 plan filings · $40,859 disclosed · median 10,836 participantsNamed in Form 5500 filingsPearce Bevill110 Office Park Drive · Birmingham, AL 35223 · Retirement plans2 plan filings · $2,077 disclosed · median 14 participantsNamed in Form 5500 filingsProvidence BenefitsUnknown · Birmingham, AL 35223 · Health and welfare plans2 plan filings · $12,767 disclosed · median 1,307 participantsNamed in Form 5500 filingsReynolds and CO LLC4340 Overlook Rd · Birmingham, AL 35222 · Health and welfare plans2 plan filings · $10,437 disclosed · median 208 participantsNamed in Form 5500 filingsRussell Vandevelde2031 11th Ave South · Birmingham, AL 35205 · Retirement plans2 plan filings · $60 disclosed · median 801 participantsNamed in Form 5500 filingsRx BenefitsPost Office Box 382377 · Birmingham, AL 35238 · Health and welfare plans2 plan filings · $7,862 disclosed · median 420 participantsNamed in Form 5500 filingsSal Insurance Agency of Ms800 Shades Creek Parkway · Birmingham, AL 35209 · Retirement plans2 plan filings · $17,019 disclosed · median 127 participantsNamed in Form 5500 filingsShades Creek Wealth Advisors INC2318 2nd Ave North · Birmingham, AL 35203 · Health and welfare plans2 plan filings · $7,318 disclosed · median 277 participantsNamed in Form 5500 filingsSs Nesbitt & Company INC3500 Blue Lake Drive, Suite 120 · Birmingham, AL 35243 · Health and welfare plans2 plan filings · $62,541 disclosed · median 807 participantsNamed in Form 5500 filingsStevan Ray Griffin2000 Morris Avenue, Suite 1400 · Birmingham, AL 35203 · Health and welfare plans2 plan filings · $3,733 disclosed · median 2,097 participantsNamed in Form 5500 filingsSteven R. Griffin2000 Morris Avenue · Birmingham, AL 35203 · Health and welfare plans2 plan filings · $14,829 disclosed · median 1,333 participantsNamed in Form 5500 filingsStonex Securities INC2 Perimeter Park S, Ste 500w · Birmingham, AL 35243 · Retirement plans2 plan filings · $67,185 disclosed · median 508 participantsNamed in Form 5500 filingsThe Priestley CO- Birmingham Al3500 Blue Lake Drive, Suite 280 · Birmingham, AL 35243 · Health and welfare plans2 plan filings · $16,849 disclosed · median 143 participantsNamed in Form 5500 filingsTodd Boozer and Various Agents2900 Cahaba Road · Birmingham, AL 35223 · Health and welfare plans2 plan filings · $1,014 disclosed · median 157 participantsNamed in Form 5500 filingsWilliam H Borland3017 Westmoreland Drive · Birmingham, AL 35223 · Health and welfare plans2 plan filings · $63,182 disclosed · median 186 participantsNamed in Form 5500 filings
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Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.