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Benefits Intelligence/Broker Directory/Georgia

The A.I. Group

Alpharetta, GA

The A.I. Group of Alpharetta, GA is the broker of record on 140 Form 5500 Schedule A filings covering 46 employer benefit plans across 8 states, with $5,128,267 in reported broker commissions (plan year 2020).

Employer clients
46
distinct plan sponsors
Schedule A filings
140
States served
8
Reported commissions
$5,128,267
plan year 2020
Reported fees
$730,840

Employer clients

Plan sponsors naming The A.I. Group 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
Pratt Industries U.S.A., Inc.GA6,9662019-12-31
Mitsubishi Electric Us, Inc.CA2,9932015-12-31
Bway CorporationGA2,8362014-12-31
43 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know 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.

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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.