Benefits broker of record · BIRMINGHAM, AL
CONCOURSE FINANCIAL GROUP
CONCOURSE FINANCIAL GROUP of BIRMINGHAM, AL is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.
9 contracts on file name CONCOURSE FINANCIAL GROUP as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
CONCOURSE FINANCIAL GROUP brokers 9 insured contracts for 9 employers, across 5 states, led by IN, AL, AZ.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (8, about 89%); PROTECTIVE LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
- VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY8
- PROTECTIVE LIFE INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BALCH & BINGHAM LLP | BIRMINGHAM, AL | PROTECTIVE LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| HUMSTON MACHINERY, INC. | ZIONSVILLE, IN | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| PIVOT POINT SERVICES, LLC | FORT WAYNE, IN | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
| MKM DISTRIBUTION SERVICES, INC. | INDIANAPOLIS, IN | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
| PSP SEALS LLC | FORT WAYNE, IN | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
more employers in CONCOURSE FINANCIAL GROUP's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)
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