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Benefits Intelligence/Broker Directory/North Carolina

Benefit Technology Resources LLC

Charlotte, NC

Benefit Technology Resources LLC of Charlotte, NC is the broker of record on 68 Form 5500 Schedule A filings covering 36 employer benefit plans across 20 states, with $449,692 in reported broker commissions (plan year 2025).

Employer clients
36
distinct plan sponsors
Schedule A filings
68
States served
20
Reported commissions
$449,692
plan year 2025
Reported fees
$849,026

Employer clients

Plan sponsors naming Benefit Technology Resources LLC 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
Ergon Inc.MS3,7692025-12-31
Ergon, IncMS3,4022025-12-31
Medvet IncOH3,3262024-12-31
33 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.