Concourse Financial Group Securitie
Birmingham, AL
Concourse Financial Group Securitie of Birmingham, AL is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans across 6 states, with $288,315 in reported broker commissions (plan year 2025).
Quick answer
Concourse Financial Group Securitie (Birmingham, AL) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Concourse Financial Group Securitie have?
- Concourse Financial Group Securitie is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 6 states.
- Who are Concourse Financial Group Securitie's largest employer clients?
- By plan participants, the largest include Construction Employees Group Profit (1,728 participants), Hyundai Transys Georgia Seating System, LLC (1,370 participants) and Schmidt Wallace Healthcare Management Company (889 participants).
- How much does Concourse Financial Group Securitie earn in commissions?
- Insurers reported $288,315 in broker commissions paid to Concourse Financial Group Securitie for plan year 2025, per Schedule A Part 1.
- Where is Concourse Financial Group Securitie located?
- Concourse Financial Group Securitie is based in Birmingham, AL and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Concourse Financial Group Securitie 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 |
|---|---|---|---|
| Construction Employees Group Profit | ND | 1,728 | 2024-12-31 |
| Hyundai Transys Georgia Seating System, LLC | GA | 1,370 | 2025-12-31 |
| Schmidt Wallace Healthcare Management Company | AL | 889 | 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.