Caldwell Insurance Agency
Charleston, WV
Caldwell Insurance Agency of Charleston, WV is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $20,061 in reported broker commissions (plan year 2024).
Quick answer
Caldwell Insurance Agency (Charleston, WV) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Caldwell Insurance Agency have?
- Caldwell Insurance Agency is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Caldwell Insurance Agency's largest employer clients?
- By plan participants, the largest include Hospital Development Corporation D/B/A Roane General Hospital (286 participants).
- How much does Caldwell Insurance Agency earn in commissions?
- Insurers reported $20,061 in broker commissions paid to Caldwell Insurance Agency for plan year 2024, per Schedule A Part 1.
- Where is Caldwell Insurance Agency located?
- Caldwell Insurance Agency is based in Charleston, WV.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Caldwell Insurance Agency 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 |
|---|---|---|---|
| Hospital Development Corporation D/B/A Roane General Hospital | WV | 286 | 2025-09-30 |
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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.