Fundz
Fundz
Benefits Intelligence/Broker Directory/Georgia

Big Oak Benefit Advisors LLC

Thomasville, GA

Big Oak Benefit Advisors LLC of Thomasville, GA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $200,268 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$200,268
plan year 2025
Reported fees
$65,736

Quick answer

Big Oak Benefit Advisors LLC (Thomasville, GA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Big Oak Benefit Advisors LLC have?
Big Oak Benefit Advisors LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Big Oak Benefit Advisors LLC's largest employer clients?
By plan participants, the largest include Ag-Pro, LLC (1,670 participants) and Southlandmd (114 participants).
How much does Big Oak Benefit Advisors LLC earn in commissions?
Insurers reported $200,268 in broker commissions and $65,736 in fees paid to Big Oak Benefit Advisors LLC for plan year 2025, per Schedule A Part 1.
Where is Big Oak Benefit Advisors LLC located?
Big Oak Benefit Advisors LLC is based in Thomasville, GA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Big Oak Benefit Advisors LLC 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
Ag-Pro, LLCGA1,6702025-07-31
SouthlandmdAR1142025-03-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 walkthrough

Know 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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Georgia

All brokers in Georgia →

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.