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Benefits Intelligence/Broker Directory/Alabama

Stan A Sherlin

Montgomery, AL

Stan A Sherlin of Montgomery, AL is the broker of record on 25 Form 5500 Schedule A filings covering 16 employer benefit plans across 6 states, with $393 in reported broker commissions (plan year 2025).

Employer clients
16
distinct plan sponsors
Schedule A filings
25
States served
6
Reported commissions
$393
plan year 2025

Quick answer

Stan A Sherlin (Montgomery, AL) is the broker of record for 16 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Stan A Sherlin have?
Stan A Sherlin is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 6 states.
Who are Stan A Sherlin's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants), Alfa Mutual Insurance Company (2,472 participants) and Employee Liability Management, Inc. (2,190 participants).
How much does Stan A Sherlin earn in commissions?
Insurers reported $393 in broker commissions paid to Stan A Sherlin for plan year 2025, per Schedule A Part 1.
Where is Stan A Sherlin located?
Stan A Sherlin is based in Montgomery, AL and has employer clients in 6 states.
How does Stan A Sherlin rank among benefits brokers in Alabama?
Stan A Sherlin ranks #21 by employer clients among the 50 most active benefits brokers based in Alabama.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Stan A Sherlin 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
UpmcPA94,3912024-12-31
Alfa Mutual Insurance CompanyAL2,4722025-12-31
Employee Liability Management, Inc.AL2,1902025-12-31
13 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.