Benefits broker of record · BIRMINGHAM, AL
SA STONE WEALTH MANAGEMENT
SA STONE WEALTH MANAGEMENT of BIRMINGHAM, AL is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
6
Book size
$10k–100k
States
AL
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| FOXX & COMPANY | PRINCIPAL LIFE INSURANCE COMPANY | December |
| LEEDS HEALTH CARE SERVICES, INC. | VOYA RETIREMENT INS. & ANNUITY CO. | December |
| SUNBURY MOTOR COMPANY | PRINCIPAL LIFE INSURANCE COMPANY | December |
| SUNBURY MOTOR COMPANY | PRINCIPAL LIFE INSURANCE COMPANY | December |
| APET, INC. | (unnamed carrier) | December |
Subscriber access
1 more plans in SA STONE WEALTH MANAGEMENT'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