Alliance Insurance Group
Montgomery, AL
Alliance Insurance Group of Montgomery, AL is the broker of record on 17 Form 5500 Schedule A filings covering 15 employer benefit plans across 3 states, with $1,495,132 in reported broker commissions (plan year 2025).
Quick answer
Alliance Insurance Group (Montgomery, AL) is the broker of record for 15 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Alliance Insurance Group have?
- Alliance Insurance Group is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 3 states.
- Who are Alliance Insurance Group's largest employer clients?
- By plan participants, the largest include Mobis-Alabama, LLC (2,051 participants), Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund (1,198 participants) and Caddell Construction Co. (De), LLC (436 participants).
- How much does Alliance Insurance Group earn in commissions?
- Insurers reported $1.5 million in broker commissions and $15,161 in fees paid to Alliance Insurance Group for plan year 2025, per Schedule A Part 1.
- Where is Alliance Insurance Group located?
- Alliance Insurance Group is based in Montgomery, AL and has employer clients in 3 states.
- How does Alliance Insurance Group rank among benefits brokers in Alabama?
- Alliance Insurance Group ranks #25 by employer clients among the 50 most active benefits brokers based in Alabama.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Alliance Insurance Group 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 |
|---|---|---|---|
| Mobis-Alabama, LLC | AL | 2,051 | 2024-12-31 |
| Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund | AL | 1,198 | 2024-12-31 |
| Caddell Construction Co. (De), LLC | AL | 436 | 2025-12-31 |
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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)
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.