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Benefits broker of record · MONTGOMERY, AL

THE BENEFIT SOURCE INC

THE BENEFIT SOURCE INC of MONTGOMERY, AL is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

One of 7 offices of BENEFIT SOURCE INC.

Contracts brokered
4
Book size
under $10k
Office state
AL

Book profile

THE BENEFIT SOURCE INC brokers 4 insured contracts for 4 employers, all in Alabama.

Life is the largest line (4 contracts), followed by vision (2), disability (2), health (1).

AFLAC writes the most contracts in the book (2, about 50%); METROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 4 · vision 2 · disability 2 · health 1 · dental 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
SPRADLING INTERNATIONAL INC.PELHAM, ALTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAMay 1FY2025
S B J S, P.C. SOUTHERN BONE & JOINT SPECIALISTSDOTHAN, ALAFLACJan 1FY2025
ALFA MUTUAL INSURANCE COMPANYMONTGOMERY, ALMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
SABEL STEEL SERVICE, INC.MONTGOMERY, ALAFLACJan 1FY2025

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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