Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Community Bank Services, Inc.

Raleigh, NC

Community Bank Services, Inc. of Raleigh, NC is the broker of record on 7 Form 5500 Schedule A filings covering 2 employer benefit plans, with $353,340 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$353,340
plan year 2025

Quick answer

Community Bank Services, Inc. (Raleigh, NC) is the broker of record for 2 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Community Bank Services, Inc. have?
Community Bank Services, Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Community Bank Services, Inc.'s largest employer clients?
By plan participants, the largest include Southern Bank And Trust Company (607 participants) and North Carolina Bankers Association (262 participants).
How much does Community Bank Services, Inc. earn in commissions?
Insurers reported $353,340 in broker commissions paid to Community Bank Services, Inc. for plan year 2025, per Schedule A Part 1.
Where is Community Bank Services, Inc. located?
Community Bank Services, Inc. is based in Raleigh, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Community Bank Services, 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
Southern Bank And Trust CompanyNC6072026-01-31
North Carolina Bankers AssociationNC2622025-12-31

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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.