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Benefits Intelligence/Broker Directory/Alabama

Philip D Owen

Birmingham, AL

Philip D Owen of Birmingham, AL is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $11,976 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$11,976
plan year 2025

Quick answer

Philip D Owen (Birmingham, AL) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Philip D Owen have?
Philip D Owen is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Philip D Owen's largest employer clients?
By plan participants, the largest include Quality Of Life Health Services, Inc (262 participants).
How much does Philip D Owen earn in commissions?
Insurers reported $11,976 in broker commissions paid to Philip D Owen for plan year 2025, per Schedule A Part 1.
Where is Philip D Owen located?
Philip D Owen is based in Birmingham, AL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Philip D Owen 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
Quality Of Life Health Services, IncAL2622026-03-31

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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.