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Benefits Intelligence/Broker Directory/Alabama

Burton M Herring Jr

Shorter, AL

Burton M Herring Jr of Shorter, AL is the broker of record on 16 Form 5500 Schedule A filings covering 9 employer benefit plans across 5 states, with $2,318 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
16
States served
5
Reported commissions
$2,318
plan year 2025
Reported fees
$9

Quick answer

Burton M Herring Jr (Shorter, AL) is the broker of record for 9 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Burton M Herring Jr have?
Burton M Herring Jr is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 5 states.
Who are Burton M Herring Jr's largest employer clients?
By plan participants, the largest include Team Staffing, LLC (1,401 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Truckworx, Inc. (567 participants).
How much does Burton M Herring Jr earn in commissions?
Insurers reported $2,318 in broker commissions and $9 in fees paid to Burton M Herring Jr for plan year 2025, per Schedule A Part 1.
Where is Burton M Herring Jr located?
Burton M Herring Jr is based in Shorter, AL and has employer clients in 5 states.
How does Burton M Herring Jr rank among benefits brokers in Alabama?
Burton M Herring Jr ranks #40 by employer clients among the 50 most active benefits brokers based in Alabama.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Burton M Herring Jr 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
Team Staffing, LLCLA1,4012025-12-31
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Truckworx, Inc.AL5672024-12-31
6 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.