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Benefits Intelligence/Broker Directory/North Carolina

Carla Petrina Wilson

Mooresville, NC

Carla Petrina Wilson of Mooresville, NC is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $2,624 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$2,624
plan year 2025
Reported fees
$468

Quick answer

Carla Petrina Wilson (Mooresville, NC) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Carla Petrina Wilson have?
Carla Petrina Wilson is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Carla Petrina Wilson's largest employer clients?
By plan participants, the largest include Inteli-Care, LLC (1,297 participants), Nephron Sc, LLC. (766 participants) and Community First Bank, Inc.
How much does Carla Petrina Wilson earn in commissions?
Insurers reported $2,624 in broker commissions and $468 in fees paid to Carla Petrina Wilson for plan year 2025, per Schedule A Part 1.
Where is Carla Petrina Wilson located?
Carla Petrina Wilson is based in Mooresville, NC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Carla Petrina Wilson 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
Inteli-Care, LLCNM1,2972025-12-31
Nephron Sc, LLC.SC7662025-12-31
Community First Bank, Inc.SC02024-07-31

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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.