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Benefits Intelligence/Broker Directory/Georgia

Benefit Advisors Service Group

Alpharetta, GA

Benefit Advisors Service Group of Alpharetta, GA is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 6 states, with $234,124 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
7
States served
6
Reported commissions
$234,124
plan year 2025
Reported fees
$957,601

Quick answer

Benefit Advisors Service Group (Alpharetta, GA) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefit Advisors Service Group have?
Benefit Advisors Service Group is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 6 states.
Who are Benefit Advisors Service Group's largest employer clients?
By plan participants, the largest include Advocate Aurora Health, Inc. (85,571 participants), Old National Bancorp (5,031 participants) and Sirius Re Holdings, Inc. (629 participants).
How much does Benefit Advisors Service Group earn in commissions?
Insurers reported $234,124 in broker commissions and $957,601 in fees paid to Benefit Advisors Service Group for plan year 2025, per Schedule A Part 1.
Where is Benefit Advisors Service Group located?
Benefit Advisors Service Group is based in Alpharetta, GA and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefit Advisors Service Group 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
Advocate Aurora Health, Inc.WI85,5712025-12-31
Old National BancorpIN5,0312025-12-31
Sirius Re Holdings, Inc.NY6292025-12-31
3 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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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.