Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Carolina Benefits & Planning Inc

Garner, NC

Carolina Benefits & Planning Inc of Garner, NC is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $136,827 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$136,827
plan year 2025

Employer clients

Plan sponsors naming Carolina Benefits & Planning 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
The Pork CompanyNC6832024-12-31
The Pork CompanyNC6322025-12-31
The Raleigh Medical Group, P.A.NC2282024-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in North Carolina

All brokers in North Carolina

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.