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Benefits Intelligence/Broker Directory/Alabama

Gilmer Advisors

Birmingham, AL

Gilmer Advisors of Birmingham, AL is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $477,907 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$477,907
plan year 2025
Reported fees
$13,036

Quick answer

Gilmer Advisors (Birmingham, AL) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Gilmer Advisors have?
Gilmer Advisors is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Gilmer Advisors's largest employer clients?
By plan participants, the largest include Naphcare, Inc. (7,532 participants) and The Wisdom Group, Inc (50 participants).
How much does Gilmer Advisors earn in commissions?
Insurers reported $477,907 in broker commissions and $13,036 in fees paid to Gilmer Advisors for plan year 2025, per Schedule A Part 1.
Where is Gilmer Advisors located?
Gilmer Advisors is based in Birmingham, AL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Gilmer Advisors 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.AL7,5322025-12-31
The Wisdom Group, IncAL502025-12-31

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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)

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.