Aimee Stone
Vestavia, AL
Aimee Stone of Vestavia, AL is the broker of record on 18 Form 5500 Schedule A filings covering 15 employer benefit plans across 3 states, with $10,448 in reported broker commissions (plan year 2024).
Quick answer
Aimee Stone (Vestavia, AL) is the broker of record for 15 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Aimee Stone have?
- Aimee Stone is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 3 states.
- Who are Aimee Stone's largest employer clients?
- By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,673 participants), Williams Bros Trucking Inc (1,298 participants) and Rusken Packaging, Inc. (607 participants).
- How much does Aimee Stone earn in commissions?
- Insurers reported $10,448 in broker commissions and $1,896 in fees paid to Aimee Stone for plan year 2024, per Schedule A Part 1.
- Where is Aimee Stone located?
- Aimee Stone is based in Vestavia, AL and has employer clients in 3 states.
- How does Aimee Stone rank among benefits brokers in Alabama?
- Aimee Stone ranks #24 by employer clients among the 50 most active benefits brokers based in Alabama.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Aimee Stone on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,673 | 2024-12-31 |
| Williams Bros Trucking Inc | GA | 1,298 | 2025-09-30 |
| Rusken Packaging, Inc. | AL | 607 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
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)
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.