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Benefits Intelligence/Broker Directory/Alabama

Shannon Raley

Vestavia Hills, AL

Shannon Raley of Vestavia Hills, AL is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $18,082 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$18,082
plan year 2025
Reported fees
$909

Quick answer

Shannon Raley (Vestavia Hills, AL) is the broker of record for 3 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Shannon Raley have?
Shannon Raley is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Shannon Raley's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Cahaba Medical Care Foundation (179 participants) and Alabama Catfish, LLC (144 participants).
How much does Shannon Raley earn in commissions?
Insurers reported $18,082 in broker commissions and $909 in fees paid to Shannon Raley for plan year 2025, per Schedule A Part 1.
Where is Shannon Raley located?
Shannon Raley is based in Vestavia Hills, AL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Shannon Raley 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
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Cahaba Medical Care FoundationAL1792022-04-30
Alabama Catfish, LLCAL1442026-02-28

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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.