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Benefits Intelligence/Broker Directory/Alabama

Raymond James

Birmingham, AL

Raymond James of Birmingham, AL is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 5 states, with $10,196 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
6
States served
5
Reported commissions
$10,196
plan year 2025
Reported fees
$107,969

Employer clients

Plan sponsors naming Raymond James 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
Knudtsen Chevrolet CompanyID1302024-12-31
Flannery Chevrolet Cadillac Buick Pontiac Gmc IncMI262024-12-31
Flannery Chevrolet Cadillac Buick Pontiac Gmc IncMI242025-12-31
2 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.