PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
STEPHEN HOLBERT

Welfare broker

STEPHEN HOLBERT

Mailing address (most recent filing)

800 SHADES CREEK PKWY, STE 345

BIRMINGHAM, AL 35203

Total comp: $32K
Commissions: $31K
Fees: $922
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for STEPHEN HOLBERT.

No sponsors where STEPHEN HOLBERT is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
STEPHEN HOLBERT

Welfare broker

STEPHEN HOLBERT

Mailing address (most recent filing)

800 SHADES CREEK PKWY, STE 345

BIRMINGHAM, AL 35203

Total comp: $32K
Commissions: $31K
Fees: $922
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for STEPHEN HOLBERT.

No sponsors where STEPHEN HOLBERT is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms