Brandon Walters
Charlotte, NC
Brandon Walters of Charlotte, NC is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $66,133 in reported broker commissions (plan year 2025).
Quick answer
Brandon Walters (Charlotte, NC) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Brandon Walters have?
- Brandon Walters is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Brandon Walters's largest employer clients?
- By plan participants, the largest include Saertex Usa, LLC (155 participants), Signupgenius (100 participants) and Dealer Prep Services (88 participants).
- How much does Brandon Walters earn in commissions?
- Insurers reported $66,133 in broker commissions paid to Brandon Walters for plan year 2025, per Schedule A Part 1.
- Where is Brandon Walters located?
- Brandon Walters is based in Charlotte, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Brandon Walters on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Saertex Usa, LLC | NC | 155 | 2025-12-31 |
| Signupgenius | NC | 100 | 2025-12-31 |
| Dealer Prep Services | NC | 88 | 2025-12-31 |
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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.