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Benefits Intelligence/Broker Directory/Alabama

Holmes And Associates, Inc.

Birmingham, AL

Holmes And Associates, Inc. of Birmingham, AL is the broker of record on 32 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $132,885 in reported broker commissions (plan year 2016).

Employer clients
2
distinct plan sponsors
Schedule A filings
32
States served
2
Reported commissions
$132,885
plan year 2016
Reported fees
$43

Employer clients

Plan sponsors naming Holmes And Associates, Inc. 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
The Turner CorporationNY5,2332015-12-31
A. C. Legg Packing Co., Inc. Dba A. C. Legg, Inc.AL1152017-01-31

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.