Benefits broker of record · BIRMINGHAM, AL
LAKESHORE BENEFIT ALLIANCE LLC
LAKESHORE BENEFIT ALLIANCE LLC of BIRMINGHAM, AL is named as the broker of record on 71 insurance contracts in public Form 5500 Schedule A filings.
One of 7 offices of LAKESHORE BENEFIT ALLIANCE LLC.
71 contracts on file name LAKESHORE BENEFIT ALLIANCE LLC 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
LAKESHORE BENEFIT ALLIANCE LLC brokers 71 insured contracts for 59 employers, across 3 states, led by AL, CA, FL.
Health is the largest line (37 contracts), followed by vision (14), dental (10), life (9).
MARKEL INSURANCE COMPANY writes the most contracts in the book (8, about 11%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SHELTERPOINT INSURANCE, AMFIRST follow.
Renewals concentrate on January 1: 50% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- MARKEL INSURANCE COMPANY8
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8
- SHELTERPOINT INSURANCE7
- AMFIRST6
- GLOBE LIFE AND ACCIDENT INSURANCE COMPANY5
- AMFIRST CF4
Counted by each employer's own state. Largest first.
Contracts by line.
health 37 · vision 14 · dental 10 · life 9 · disability 9
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 |
|---|---|---|---|
| JOON LLC, DBA AJIN USA | CUSSETA, AL | SHELTERPOINT INSURANCE | Mar 1FY2025 |
| ALABAMA FORESTRY ASSOCIATION, INC. | MONTGOMERY, AL | AMFIRST | Jan 1FY2025 |
| LONG-LEWIS OF THE SHOALS, INC. | FLORENCE, AL | ACE AMERICAN INSURANCE COMPANY | Nov 1FY2025 |
| ANESTHESIOLOGISTS ASSOCIATED, PC | BIRMINGHAM, AL | MARKEL INSURANCE COMPANY | Jan 1FY2024 |
| TTL, INC | TUSCALOOSA, AL | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
more employers in LAKESHORE BENEFIT ALLIANCE LLC'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 2024–2025 on this page)
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