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Benefits Intelligence/Broker Directory/Arizona

Charles A Walters

Peoria, AZ

Charles A Walters of Peoria, AZ is the broker of record on 13 Form 5500 Schedule A filings covering 10 employer benefit plans across 5 states, with $3,534 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
13
States served
5
Reported commissions
$3,534
plan year 2025

Quick answer

Charles A Walters (Peoria, AZ) is the broker of record for 10 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Charles A Walters have?
Charles A Walters is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 5 states.
Who are Charles A Walters's largest employer clients?
By plan participants, the largest include Mainehealth Services (29,179 participants), Karl Storz Endoscopy-America, Inc. (2,436 participants) and Roku, Inc. (2,357 participants).
How much does Charles A Walters earn in commissions?
Insurers reported $3,534 in broker commissions paid to Charles A Walters for plan year 2025, per Schedule A Part 1.
Where is Charles A Walters located?
Charles A Walters is based in Peoria, AZ and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Charles A Walters 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
Mainehealth ServicesME29,1792025-12-31
Karl Storz Endoscopy-America, Inc.CA2,4362025-12-31
Roku, Inc.CA2,3572025-12-31
7 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.