Consolidated Planning Holdings
Charlotte, NC
Consolidated Planning Holdings of Charlotte, NC is the broker of record on 26 Form 5500 Schedule A filings covering 24 employer benefit plans across 5 states, with $1,539 in reported broker commissions (plan year 2025).
Quick answer
Consolidated Planning Holdings (Charlotte, NC) is the broker of record for 24 employer benefit plan sponsors on 26 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Consolidated Planning Holdings have?
- Consolidated Planning Holdings is named as broker on Form 5500 Schedule A filings for 24 distinct plan sponsors in 5 states.
- Who are Consolidated Planning Holdings's largest employer clients?
- By plan participants, the largest include Redsail Technologies, LLC (810 participants), Alaris Homes, Inc (380 participants) and Integra Testing Services, LLC (379 participants).
- How much does Consolidated Planning Holdings earn in commissions?
- Insurers reported $1,539 in broker commissions and $29,749 in fees paid to Consolidated Planning Holdings for plan year 2025, per Schedule A Part 1.
- Where is Consolidated Planning Holdings located?
- Consolidated Planning Holdings is based in Charlotte, NC and has employer clients in 5 states.
- How does Consolidated Planning Holdings rank among benefits brokers in North Carolina?
- Consolidated Planning Holdings ranks #18 by employer clients among the 50 most active benefits brokers based in North Carolina.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Consolidated Planning Holdings on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Redsail Technologies, LLC | SC | 810 | 2025-12-31 |
| Alaris Homes, Inc | NC | 380 | 2025-12-31 |
| Integra Testing Services, LLC | OH | 379 | 2025-12-31 |
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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.