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Benefits Intelligence/Broker Directory/Georgia

The Ai Group

Alpharetta, GA

The Ai Group of Alpharetta, GA is the broker of record on 70 Form 5500 Schedule A filings covering 23 employer benefit plans across 5 states, with $2,573,283 in reported broker commissions (plan year 2019).

Employer clients
23
distinct plan sponsors
Schedule A filings
70
States served
5
Reported commissions
$2,573,283
plan year 2019
Reported fees
$144,698

Employer clients

Plan sponsors naming The Ai 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
Agco CorporationGA6,6232019-12-31
Pediatria Healthcare For KidsGA1,0202017-03-31
Healthport Technologies, LLCGA8562012-12-31
20 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.