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Benefits Intelligence/Broker Directory/North Carolina

Burchfield Insurance Group Inc

Concord, NC

Burchfield Insurance Group Inc of Concord, NC is the broker of record on 12 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $188,957 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
12
States served
2
Reported commissions
$188,957
plan year 2025
Reported fees
$119,453

Quick answer

Burchfield Insurance Group Inc (Concord, NC) is the broker of record for 5 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Burchfield Insurance Group Inc have?
Burchfield Insurance Group Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Burchfield Insurance Group Inc's largest employer clients?
By plan participants, the largest include Krause Auto Group, LLC (1,086 participants), Raftelis Financial Consultants, Inc. (187 participants) and Uwharrie Capital Corp (183 participants).
How much does Burchfield Insurance Group Inc earn in commissions?
Insurers reported $188,957 in broker commissions and $119,453 in fees paid to Burchfield Insurance Group Inc for plan year 2025, per Schedule A Part 1.
Where is Burchfield Insurance Group Inc located?
Burchfield Insurance Group Inc is based in Concord, NC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Burchfield Insurance Group Inc 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
Krause Auto Group, LLCGA1,0862025-12-31
Raftelis Financial Consultants, Inc.NC1872025-12-31
Uwharrie Capital CorpNC1832024-12-31
2 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.