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Benefits Intelligence/Broker Directory/Alabama

Anderson Williams Mckinnis

Birmingham, AL

Anderson Williams Mckinnis of Birmingham, AL is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $21,457 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$21,457
plan year 2024

Quick answer

Anderson Williams Mckinnis (Birmingham, AL) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Anderson Williams Mckinnis have?
Anderson Williams Mckinnis is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Anderson Williams Mckinnis's largest employer clients?
By plan participants, the largest include Spoc Automation Inc (172 participants).
How much does Anderson Williams Mckinnis earn in commissions?
Insurers reported $21,457 in broker commissions paid to Anderson Williams Mckinnis for plan year 2024, per Schedule A Part 1.
Where is Anderson Williams Mckinnis located?
Anderson Williams Mckinnis is based in Birmingham, AL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Anderson Williams Mckinnis 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
Spoc Automation IncAL1722025-04-30

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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.