Cobbs Allen
Mountain Brook, AL
Cobbs Allen of Mountain Brook, AL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $91,626 in reported broker commissions (plan year 2024).
Quick answer
Cobbs Allen (Mountain Brook, AL) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Cobbs Allen have?
- Cobbs Allen is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Cobbs Allen's largest employer clients?
- By plan participants, the largest include Upper Crust Food Service (320 participants), Gabriella White, LLC (264 participants) and The Hardy Corporation, Inc. (53 participants).
- How much does Cobbs Allen earn in commissions?
- Insurers reported $91,626 in broker commissions and $23,423 in fees paid to Cobbs Allen for plan year 2024, per Schedule A Part 1.
- Where is Cobbs Allen located?
- Cobbs Allen is based in Mountain Brook, AL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cobbs Allen 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 |
|---|---|---|---|
| Upper Crust Food Service | MO | 320 | 2024-12-31 |
| Gabriella White, LLC | AL | 264 | 2024-12-31 |
| The Hardy Corporation, Inc. | AL | 53 | 2024-12-31 |
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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.