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Benefits Intelligence/Broker Directory/Virginia

Cary Street Partners LLC

Richmond, VA

Cary Street Partners LLC of Richmond, VA is the broker of record on 59 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $1,025,653 in reported broker commissions (plan year 2023).

Employer clients
8
distinct plan sponsors
Schedule A filings
59
States served
3
Reported commissions
$1,025,653
plan year 2023

Employer clients

Plan sponsors naming Cary Street Partners LLC 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
Jefferson Homebuilders, Inc.VA4572024-09-30
Lebanon Apparel CorporationVA1232022-12-31
Professional Employment Services Inc.VA1162022-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.