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Form 5500 · Employee benefit plan · MONTGOMERY, AL

BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC

BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC of MONTGOMERY, AL spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is COBBS ALLEN HALL OF ALABAMA. Coverage is written through BLUE CROSS AND BLUE SHIELD OF ALABAMA and 4 other carriers. The plan's most recent policy period ended in January.

Benefits broker of record
Insurance carrier
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-0958760 · plan 503 · as of Aug 2026

Participants
311
Carriers on file
5
Disclosed commissions
$121,640
Renewal month
January

Plan brief

Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS AND BLUE SHIELD OF ALABAMA, covers 481 people.

Reported premium across the insured contracts is $4,106,132, with $121,640 in disclosed broker commissions — about 3% of premium.

The most recent policy period ended in January, and the plan year ends January 31. Group contracts typically renew on that annual cycle.

COBBS ALLEN HALL OF ALABAMA is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

5 carriers appear on the filing — BLUE CROSS AND BLUE SHIELD OF ALABAMA, OPTIMED, PRUDENTIAL INSURANCE COMPANY OF AMERICA and NATIONAL GUARDIAN LIFE INSURANCE COMPANY among them — with BLUE CROSS AND BLUE SHIELD OF ALABAMA writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
OPTIMED485January$413,366$99,208
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability321January$197,539$18,900
NATIONAL GUARDIAN LIFE INSURANCE COMPANYVision239January$35,201$3,532
TELADOC HEALTH, INC.293January$11,970$0
BLUE CROSS AND BLUE SHIELD OF ALABAMAHealth, Dental481January$3,448,056$0

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