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Benefits Intelligence/Broker Directory/Alabama

David Platt

Birmingham, AL

David Platt of Birmingham, AL is the broker of record on 25 Form 5500 Schedule A filings covering 11 employer benefit plans, with $5,584 in reported broker commissions (plan year 2017).

Employer clients
11
distinct plan sponsors
Schedule A filings
25
States served
1
Reported commissions
$5,584
plan year 2017
Reported fees
$4,482

Employer clients

Plan sponsors naming David Platt 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
Naphcare, Inc.AL5072012-05-31
University Of MontevalloAL4222012-12-31
Community Service Programs Of West Alabama, Inc.AL2772016-11-30
8 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.