Carole H Warren
Birmingham, AL
Carole H Warren of Birmingham, AL is the broker of record on 29 Form 5500 Schedule A filings covering 21 employer benefit plans across 9 states, with $13,248 in reported broker commissions (plan year 2025).
Quick answer
Carole H Warren (Birmingham, AL) is the broker of record for 21 employer benefit plan sponsors on 29 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Carole H Warren have?
- Carole H Warren is named as broker on Form 5500 Schedule A filings for 21 distinct plan sponsors in 9 states.
- Who are Carole H Warren's largest employer clients?
- By plan participants, the largest include Reliance Health Care, Inc. (1,538 participants), Team Staffing, LLC (1,401 participants) and W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants).
- How much does Carole H Warren earn in commissions?
- Insurers reported $13,248 in broker commissions and $5,083 in fees paid to Carole H Warren for plan year 2025, per Schedule A Part 1.
- Where is Carole H Warren located?
- Carole H Warren is based in Birmingham, AL and has employer clients in 9 states.
- How does Carole H Warren rank among benefits brokers in Alabama?
- Carole H Warren ranks #14 by employer clients among the 50 most active benefits brokers based in Alabama.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Carole H Warren 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 |
|---|---|---|---|
| Reliance Health Care, Inc. | AR | 1,538 | 2025-12-31 |
| Team Staffing, LLC | LA | 1,401 | 2025-12-31 |
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,309 | 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.