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Benefits Intelligence/Broker Directory/North Carolina

Accretive Global Insurance Services

Holly Springs, NC

Accretive Global Insurance Services of Holly Springs, NC is the broker of record on 8 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $2,867 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$2,867
plan year 2025

Quick answer

Accretive Global Insurance Services (Holly Springs, NC) is the broker of record for 7 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Accretive Global Insurance Services have?
Accretive Global Insurance Services is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
Who are Accretive Global Insurance Services's largest employer clients?
By plan participants, the largest include Jordan Lumber & Supply, Inc. (461 participants), Interstate Foam & Supply, Inc. (339 participants) and Wm. S. Trimble Co., Inc. (229 participants).
How much does Accretive Global Insurance Services earn in commissions?
Insurers reported $2,867 in broker commissions paid to Accretive Global Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Accretive Global Insurance Services located?
Accretive Global Insurance Services is based in Holly Springs, NC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Accretive Global Insurance Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Jordan Lumber & Supply, Inc.NC4612025-12-31
Interstate Foam & Supply, Inc.NC3392025-10-31
Wm. S. Trimble Co., Inc.TN2292025-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.