Stonex Securities Inc
Birmingham, AL
Stonex Securities Inc of Birmingham, AL is the broker of record on 12 Form 5500 Schedule A filings covering 8 employer benefit plans across 6 states, with $229,618 in reported broker commissions (plan year 2025).
Quick answer
Stonex Securities Inc (Birmingham, AL) is the broker of record for 8 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Stonex Securities Inc have?
- Stonex Securities Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 6 states.
- Who are Stonex Securities Inc's largest employer clients?
- By plan participants, the largest include Roppe Corporation (669 participants), Mcdougall And Sons, Inc. (635 participants) and Vector Resources, Inc. (260 participants).
- How much does Stonex Securities Inc earn in commissions?
- Insurers reported $229,618 in broker commissions paid to Stonex Securities Inc for plan year 2025, per Schedule A Part 1.
- Where is Stonex Securities Inc located?
- Stonex Securities Inc is based in Birmingham, AL and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stonex Securities Inc 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 |
|---|---|---|---|
| Roppe Corporation | OH | 669 | 2025-12-31 |
| Mcdougall And Sons, Inc. | WA | 635 | 2025-12-31 |
| Vector Resources, Inc. | CA | 260 | 2025-12-31 |
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Other benefits brokers in Alabama
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- Valent Group: 92 employer clients, $6,844,465 reported commissions (Vestavia)
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- Lba Service LLC: 54 employer clients, $215,798 reported commissions (Birmingham)
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- 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.