Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

David A Emerson

Oak Island, NC

David A Emerson of Oak Island, NC is the broker of record on 15 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $688 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
15
States served
3
Reported commissions
$688
plan year 2025

Quick answer

David A Emerson (Oak Island, NC) is the broker of record for 9 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David A Emerson have?
David A Emerson is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
Who are David A Emerson's largest employer clients?
By plan participants, the largest include Community Trust Bancorp Inc (982 participants), Aisan Industry Kentucky (537 participants) and Central Bancshares, Inc. (535 participants).
How much does David A Emerson earn in commissions?
Insurers reported $688 in broker commissions paid to David A Emerson for plan year 2025, per Schedule A Part 1.
Where is David A Emerson located?
David A Emerson is based in Oak Island, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David A Emerson 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
Community Trust Bancorp IncKY9822025-12-31
Aisan Industry KentuckyKY5372025-12-31
Central Bancshares, Inc.KY5352025-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in North Carolina

All brokers in North Carolina →

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.