Robert H Stone Sr
Vestavia, AL
Robert H Stone Sr of Vestavia, AL is the broker of record on 14 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $33,384 in reported broker commissions (plan year 2024).
Quick answer
Robert H Stone Sr (Vestavia, AL) is the broker of record for 12 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Robert H Stone Sr have?
- Robert H Stone Sr is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
- Who are Robert H Stone Sr's largest employer clients?
- By plan participants, the largest include Truckworx, Inc. (567 participants), Alabama Credit Union (376 participants) and The Palms Hotel & Spa, Inc. (284 participants).
- How much does Robert H Stone Sr earn in commissions?
- Insurers reported $33,384 in broker commissions and $7,353 in fees paid to Robert H Stone Sr for plan year 2024, per Schedule A Part 1.
- Where is Robert H Stone Sr located?
- Robert H Stone Sr is based in Vestavia, AL and has employer clients in 2 states.
- How does Robert H Stone Sr rank among benefits brokers in Alabama?
- Robert H Stone Sr ranks #33 by employer clients among the 50 most active benefits brokers based in Alabama.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Robert H Stone Sr 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 |
|---|---|---|---|
| Truckworx, Inc. | AL | 567 | 2024-12-31 |
| Alabama Credit Union | AL | 376 | 2024-12-31 |
| The Palms Hotel & Spa, Inc. | FL | 284 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
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.