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Fundz
Benefits Intelligence/Broker Directory/Alabama

Abe Smith, Inc

Birmingham, AL

Abe Smith, Inc of Birmingham, AL is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans, with $147,675 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
11
States served
1
Reported commissions
$147,675
plan year 2025
Reported fees
$9

Quick answer

Abe Smith, Inc (Birmingham, AL) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Abe Smith, Inc have?
Abe Smith, Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
Who are Abe Smith, Inc's largest employer clients?
By plan participants, the largest include Alabama Credit Union (391 participants), Tameron Automtotive Group Inc (391 participants) and Ardent Corporate LLC (264 participants).
How much does Abe Smith, Inc earn in commissions?
Insurers reported $147,675 in broker commissions and $9 in fees paid to Abe Smith, Inc for plan year 2025, per Schedule A Part 1.
Where is Abe Smith, Inc located?
Abe Smith, Inc is based in Birmingham, AL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Abe Smith, Inc 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
Alabama Credit UnionAL3912025-12-31
Tameron Automtotive Group IncAL3912025-12-31
Ardent Corporate LLCAL2642025-04-30
5 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.